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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
3151
Human Investing
Oregon
$4.71M +$275K +1,581 +7%
MSWM
3152
McGlone Suttner Wealth Management
Wisconsin
$4.7M +$1.74K +10 +0%
WFAG
3153
Worth Financial Advisory Group
North Carolina
$4.7M -$108K -619 -2%
MPIA
3154
Mountain Pacific Investment Advisers
Idaho
$4.69M -$18.3K -105 -0.4%
OWA
3155
Outlook Wealth Advisors
Texas
$4.68M +$432K +2,480 +11%
AIA
3156
Affinity Investment Advisors
California
$4.66M -$2.19M -12,588 -34%
BDF
3157
Black Diamond Financial
Maryland
$4.66M -$128K -737 -3%
TA
3158
TFB Advisors
Kansas
$4.66M +$2.08M +11,925 +99%
KWM
3159
KFG Wealth Management
Indiana
$4.65M +$52.6K +302 +1%
AC
3160
Annandale Capital
Texas
$4.64M -$54.7K -314 -1%
LTAS
3161
Linden Thomas Advisory Services
North Carolina
$4.64M +$383K +2,199 +10%
MPPLM
3162
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.62M +$164K +940 +4%
SLT
3163
St Louis Trust
Missouri
$4.62M – – –
FSG
3164
Financial Strategies Group
Michigan
$4.61M +$1.02M +5,835 +33%
PPC
3165
Park Place Capital
Alabama
$4.61M -$421K -2,417 -9%
FFG
3166
Fortem Financial Group
California
$4.61M -$206K -1,182 -5%
IW
3167
Imprint Wealth
South Carolina
$4.61M -$1.92M -11,047 -31%
TC
3168
Trust Company
Kansas
$4.61M +$795K +4,562 +24%
OF
3169
Outfitter Financial
Maine
$4.6M -$430K -2,465 -9%
WCM
3170
Weik Capital Management
Pennsylvania
$4.6M -$235K -1,347 -5%
PCMC
3171
Paragon Capital Management (Colorado)
Colorado
$4.58M -$163K -934 -4%
OAJ
3172
Ogorek Anthony Joseph
New York
$4.58M +$9.23K +53 +0.2%
EA
3173
Ergawealth Advisors
Illinois
$4.58M +$168K +962 +4%
DAM
3174
Deltec Asset Management
New York
$4.57M – – –
DAC
3175
Dividend Assets Capital
South Carolina
$4.57M -$216K -1,239 -5%
125 126
127
128 129