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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3676
Trust Company
Kansas
$4.76M +$79.5K +352 +2%
BWMG
3677
Barnes Wealth Management Group
California
$4.76M -$2.26K -10 -0.1%
PAM
3678
PCG Asset Management
New Jersey
$4.75M -$30.7K -136 -0.7%
ACGA
3679
Atlanta Consulting Group Advisors
Georgia
$4.75M +$173K +767 +4%
PFG
3680
PAX Financial Group
Texas
$4.74M -$282K -1,247 -6%
FCM
3681
Firestone Capital Management
Florida
$4.74M +$9.94K +44 +0.2%
TWA
3682
Trace Wealth Advisors
California
$4.73M +$223K +986 +6%
RCA
3683
Roberts Capital Advisors
Colorado
$4.72M -$6.79M -30,054 -62%
WFA
3684
West Financial Advisors
Iowa
$4.71M +$68.7K +304 +2%
CIA
3685
Cascade Investment Advisors
Oregon
$4.71M +$7.23K +32 +0.2%
GC
3686
Gilbert & Cook
Iowa
$4.71M +$584K +2,587 +16%
ACM
3687
AUA Capital Management
Pennsylvania
$4.71M – – –
KOC
3688
Koss-Olinger Consulting
Florida
$4.71M -$313K -1,387 -6%
OPW
3689
Osprey Private Wealth
New York
$4.7M +$2.05M +9,085 +97%
PHAM
3690
Palisades Hudson Asset Management
Florida
$4.7M -$192K -850 -4%
NIM
3691
Needham Investment Management
New York
$4.7M – – –
CPP
3692
Capasso Planning Partners
South Carolina
$4.7M -$799K -3,536 -16%
FB
3693
Finward Bancorp
Indiana
$4.69M -$95.1K -421 -2%
CWA
3694
Consilio Wealth Advisors
Washington
$4.68M +$256K +1,131 +7%
SL
3695
Sentry LLC
Tennessee
$4.67M -$1.61M -7,140 -28%
PBO
3696
Peoples Bank (Ohio)
Ohio
$4.66M -$23.3K -103 -0.6%
AW
3697
Avion Wealth
Texas
$4.66M -$75.9K -336 -2%
PWM
3698
Prosperity Wealth Management
California
$4.65M -$262K -1,159 -6%
FF
3699
Friday Financial
Iowa
$4.65M -$13.6K -60 -0.3%
BWM
3700
BCS Wealth Management
Tennessee
$4.64M -$1.53M -6,759 -27%
146 147
148
149 150