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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
5151
Compass Financial Services
Iowa
$1.61M +$1.07K +4 +0.1%
FWA
5152
FORM Wealth Advisors
Wisconsin
$1.61M +$1.59M +5,925 New
DF
5153
Dedeker Financial
Minnesota
$1.61M +$1.59M +5,921 New
VDC
5154
Van Diest Capital
Iowa
$1.61M +$1.59M +5,920 New
IWP
5155
IAG Wealth Partners
Wisconsin
$1.61M -$262K -976 -14%
PPW
5156
Presilium Private Wealth
Pennsylvania
$1.61M -$51.3K -191 -3%
2WWM
5157
21 West Wealth Management
California
$1.6M -$2.69K -10 -0.2%
TC
5158
Tacita Capital
Ontario, Canada
$1.6M +$43.2K +161 +3%
SIM
5159
Synergy Investment Management
Florida
$1.6M +$135K +503 +9%
LAMC
5160
Longview Asset Management (California)
California
$1.6M -$10.2K -38 -0.6%
PIA
5161
Pollock Investment Advisors
Michigan
$1.59M +$537 +2 +0%
SWCM
5162
Sullivan Wood Capital Management
District of Columbia
$1.59M +$268K +1,000 +21%
GIM
5163
Groesbeck Investment Management
New Jersey
$1.59M – – –
BIG
5164
Bush Investment Group
Georgia
$1.59M – – –
TIA
5165
Teucrium Investment Advisors
Vermont
$1.59M +$1.57M +5,836 New
HWA
5166
Heritage Wealth Architects
Minnesota
$1.59M +$772K +2,877 +82%
UCM
5167
Up Capital Management
California
$1.58M +$1.56M +5,823 New
BWL
5168
Beacon Wealthcare LLC
North Carolina
$1.58M -$54K -201 -3%
RBC
5169
Roble Belko & Company
Pennsylvania
$1.58M +$212K +789 +16%
PC
5170
Permanens Capital
New York
$1.58M +$195K +728 +14%
CF
5171
Carter Financial
California
$1.58M +$1.56M +5,801 New
HB
5172
Horizon Bancorp
Indiana
$1.58M -$156K -581 -9%
AHC
5173
Anderson Hoagland & Co
Missouri
$1.57M +$31.7K +118 +2%
NP
5174
Ninepoint Partners
Ontario, Canada
$1.57M +$107K +397 +7%
EW
5175
Expressive Wealth
Illinois
$1.57M +$1.55M +5,761 New
205 206
207
208 209