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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
5676
Thayer Financial
North Carolina
$647K +$205K +788 +45%
MCB
5677
Morton Community Bank
Illinois
$643K – – –
EWA
5678
Elevate Wealth Advisory
Georgia
$643K +$79.4K +305 +14%
IMC
5679
Investment Management Corporation
Virginia
$641K +$12.2K +47 +2%
SA
5680
Sunesis Advisors
Kansas
$639K – – –
BFS
5681
Beacon Financial Strategies
North Carolina
$638K -$521 -2 -0.1%
KIC
5682
Keating Investment Counselors
Florida
$636K -$70.3K -270 -10%
WT
5683
WHI Trust
Illinois
$634K – – –
CWP
5684
Corepath Wealth Partners
Arizona
$634K – – –
RI
5685
Ridgewood Investments
New Jersey
$633K +$649K +2,495 New
DMKJ
5686
David M. Knott Jr
$633K – – –
WG
5687
Watchman Group
Texas
$632K +$6.51K +25 +1%
ICM
5688
Innovator Capital Management
Illinois
$632K +$73.7K +283 +13%
SEM
5689
Strategic Equity Management
Arizona
$630K -$83.3K -320 -11%
RWS
5690
Retirement Wealth Solutions
Wisconsin
$628K +$44.5K +171 +7%
PP
5691
Pearl Planning
Michigan
$627K +$5.73K +22 +0.9%
UA
5692
Unison Advisors
District of Columbia
$625K – – –
SA
5693
SPG Advisors
Washington
$624K -$2.08K -8 -0.3%
JESC
5694
J.E. Simmons & Co
Texas
$623K +$2.6K +10 +0.4%
LBWM
5695
Left Brain Wealth Management
Illinois
$623K +$6.51K +25 +1%
EF
5696
Envision Financial
Wisconsin
$621K -$1.04K -4 -0.2%
FSA
5697
Financial Services Advisory
Maryland
$621K -$46.6K -179 -7%
TFM
5698
Trademark Financial Management
Minnesota
$620K -$4.95K -19 -0.8%
JHP
5699
James Hambro & Partners
United Kingdom
$619K +$18.2K +70 +3%
CFG
5700
Copley Financial Group
California
$614K -$32.5K -125 -5%
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228
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