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Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
2726
Twin Lakes Capital Management
California
$205K +$568 +14 +0.3%
MPIA
2727
Mountain Pacific Investment Advisers
Idaho
$205K – – –
EFG
2728
Ehrlich Financial Group
California
$205K -$12.6K -311 -6%
JWS
2729
Juncture Wealth Strategies
Arizona
$205K -$80.4K -1,982 -28%
SWIM
2730
Smallwood Wealth Investment Management
New Jersey
$204K +$1.78K +44 +0.9%
SHFP
2731
Second Half Financial Partners
Florida
$204K -$6.89K -170 -3%
LCM
2732
Leisure Capital Management
California
$204K – – –
RB
2733
Renasant Bank
Mississippi
$204K -$51K -1,257 -20%
FEM
2734
Fulcrum Equity Management
Texas
$204K +$12.6K +311 +7%
SIC
2735
Sage Investment Counsel
Tennessee
$204K -$55.8K -1,375 -22%
HWM
2736
HRC Wealth Management
Idaho
$204K -$6.49K -160 -3%
CCA
2737
Cora Capital Advisors
New Jersey
$204K +$7.83K +193 +4%
WJA
2738
Willis Johnson & Associates
Texas
$203K -$5.35K -132 -3%
HWM
2739
HFR Wealth Management
New York
$203K – – –
SPP
2740
Single Point Partners
Massachusetts
$203K -$1.66K -41 -0.8%
RPWA
2741
Regent Peak Wealth Advisors
Georgia
$203K -$93.5K -2,305 -32%
KPWG
2742
KFA Private Wealth Group
Virginia
$203K -$16K -395 -7%
CCM
2743
Crew Capital Management
Ohio
$203K -$8.11K -200 -4%
CBOR
2744
Community Bank of Raymore
Missouri
$202K -$36.9K -910 -15%
TFS
2745
Thoroughbred Financial Services
Tennessee
$202K -$28.5K -703 -12%
IAS
2746
Investment Advisory Services
Texas
$202K +$5.23K +129 +3%
SRWM
2747
Shira Ridge Wealth Management
California
$201K +$81 +2 +0%
SWM
2748
Segment Wealth Management
Texas
$201K +$200K +4,935 New
LPT
2749
Legacy Private Trust
Wisconsin
$200K – – –
TIM
2750
Total Investment Management
Arizona
$200K +$365 +9 +0.2%
108 109
110
111 112