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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2726
HRC Wealth Management
Idaho
$252K +$602 +13 +0.3%
FPW
2727
Fairvoy Private Wealth
Alabama
$251K -$4.82K -104 -2%
SHFP
2728
Second Half Financial Partners
Florida
$251K – – –
LCM
2729
Leisure Capital Management
California
$251K – – –
SPP
2730
Single Point Partners
Massachusetts
$251K +$649 +14 +0.3%
SIC
2731
Sage Investment Counsel
Tennessee
$251K – – –
IFU
2732
iSAM Funds (UK)
United Kingdom
$251K +$232K +5,000 New
TC
2733
Torno Capital
Massachusetts
$251K +$232K +5,000 New
HWM
2734
HFR Wealth Management
New York
$251K – – –
AMPWP
2735
Alvarez & Marsal Private Wealth Partners
Florida
$250K +$231K +4,987 New
IAS
2736
Investment Advisory Services
Texas
$250K +$1.39K +30 +0.6%
EL
2737
EWA LLC
Pennsylvania
$250K +$231K +4,981 New
KPWG
2738
KFA Private Wealth Group
Virginia
$250K – – –
CCM
2739
Crew Capital Management
Ohio
$250K – – –
FEM
2740
Fulcrum Equity Management
Texas
$250K -$1.34K -29 -0.6%
WJA
2741
Willis Johnson & Associates
Texas
$250K -$1.07K -23 -0.5%
CBOR
2742
Community Bank of Raymore
Missouri
$249K – – –
MCIA
2743
Mountain Capital Investment Advisors
Colorado
$249K +$245K +5,290 New
BFA
2744
Beaumont Financial Advisors
Massachusetts
$249K +$230K +4,962 New
PCM
2745
Princeton Capital Management
New Jersey
$248K -$126K -2,723 -36%
LSA
2746
Lansing Street Advisors
Pennsylvania
$247K +$228K +4,924 New
TIM
2747
Total Investment Management
Arizona
$247K +$371 +8 +0.2%
LPT
2748
Legacy Private Trust
Wisconsin
$247K – – –
EBA
2749
Eagle Bay Advisors
New York
$247K +$228K +4,913 New
DWAM
2750
Duncan Williams Asset Management
Tennessee
$246K -$34.9K -753 -13%
108 109
110
111 112