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Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
4351
H&H Retirement Design & Management
Nevada
$642K -$4.01K -23 -0.7%
SOAG
4352
Silver Oak Advisory Group
Oregon
$639K -$48.8K -280 -8%
FSWA
4353
Financial Synergies Wealth Advisors
Texas
$639K -$2.61K -15 -0.5%
GC
4354
Gibson Capital
Pennsylvania
$634K -$724K -4,157 -56%
AIA
4355
Armor Investment Advisors
North Carolina
$631K +$16.2K +93 +3%
VCM
4356
Verde Capital Management
Michigan
$628K -$17.4K -100 -3%
GP
4357
Geneva Partners
Wisconsin
$623K +$37.5K +215 +7%
SAIG
4358
Semper Augustus Investments Group
Colorado
$622K -$55.2K -317 -9%
GSWM
4359
Greenup Street Wealth Management
Michigan
$621K -$51.8K -297 -8%
PSC
4360
Portman Square Capital
United Kingdom
$621K +$558K +3,201 New
DT
4361
Daniels + Tansey
Delaware
$620K +$21.1K +121 +4%
HMS
4362
Hanseatic Management Services
New Mexico
$618K +$555K +3,187 New
BP
4363
BCK Partners
New York
$613K -$4.88K -28 -0.9%
BFA
4364
Bluestem Financial Advisors
Illinois
$613K -$48.4K -278 -8%
CNBT
4365
Cornerstone National Bank & Trust
Illinois
$612K -$54.7K -314 -9%
NI
4366
NFC Investments
Tennessee
$611K – – –
VF
4367
VitalStone Financial
Texas
$610K +$186K +1,067 +40%
MFG
4368
MTM Financial Group
Pennsylvania
$608K -$13.9K -80 -2%
MLRA
4369
Main Line Retirement Advisors
Montana
$607K +$546K +3,132 New
CEI
4370
Clark Estates Inc
New York
$603K +$542K +3,111 New
AC
4371
ASB Consultores
Florida
$603K -$14.5K -83 -3%
LW
4372
Lauer Wealth
Indiana
$599K -$5.4K -31 -1%
MG
4373
Marex Group
$596K +$535K +3,073 New
HB
4374
Horizon Bancorp
Indiana
$596K +$203K +1,167 +61%
SS
4375
Sound Stewardship
Kansas
$590K +$1.39K +8 +0.3%
173 174
175
176 177