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Name Holding Trade Value Shares
Change 		Change in
Stake
FL
4176
Fort LP
Maryland
$1.01M +$145K +793 +15%
RFS
4177
Retirement Financial Solutions
Tennessee
$1.01M -$182K -994 -14%
CWA
4178
CM Wealth Advisors
Ohio
$1.01M -$5.83M -31,774 -85%
KOMWMG
4179
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.01M -$91K -496 -8%
HB
4180
Horizon Bancorp
Indiana
$1.01M +$518K +2,824 +92%
ACH
4181
ArrowMark Colorado Holdings
Colorado
$1.01M +$56.5K +308 +6%
PFC
4182
Poplar Forest Capital
California
$1M -$24.4K -133 -2%
AA
4183
ACT Advisors
North Carolina
$1M +$202K +1,103 +23%
CAM
4184
Cobblestone Asset Management
Virginia
$999K +$1.07M +5,835 New
PPWM
4185
PFG Private Wealth Management
Florida
$997K -$316K -1,722 -23%
TIM
4186
Thornburg Investment Management
New Mexico
$997K -$216K -1,178 -17%
GWMI
4187
Guardian Wealth Management (Illinois)
Illinois
$995K +$4.22K +23 +0.4%
MAG
4188
Mokosak Advisory Group
Iowa
$993K +$43.1K +235 +4%
CCA
4189
Covey Capital Advisors
Georgia
$990K – – –
CFS
4190
Cannon Financial Strategists
Georgia
$989K +$742K +4,045 +234%
MWM
4191
McNaughton Wealth Management
California
$989K -$42.7K -233 -4%
MWM
4192
Maltin Wealth Management
New Jersey
$988K -$3.85K -21 -0.4%
SC
4193
Sonen Capital
California
$987K -$109K -594 -9%
ACA
4194
Ackerman Capital Advisors
Texas
$985K – – –
CFG
4195
Compton Financial Group
Maryland
$984K -$19.8K -108 -2%
T
4196
TrueFG
Texas
$981K +$53.4K +291 +5%
FIBT
4197
First International Bank & Trust
North Dakota
$980K -$162K -882 -13%
AWP
4198
Atlas Wealth Partners
Pennsylvania
$979K -$94.8K -517 -8%
FSWA
4199
Financial Synergies Wealth Advisors
Texas
$978K +$444K +2,422 +74%
PPWP
4200
Proquility Private Wealth Partners
Nevada
$978K -$16.3K -89 -2%
166 167
168
169 170