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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
2126
Wedgewood Investors
Pennsylvania
$327K -$4.29K -10 -1%
CFSG
2127
Clark Financial Services Group
Missouri
$327K +$3.86K +9 +1%
FB
2128
Finward Bancorp
Indiana
$324K – – –
DF
2129
Dunhill Financial
United Kingdom
$323K -$66.9K -156 -16%
AGWCA
2130
Annis Gardner Whiting Capital Advisors
Florida
$323K +$31.3K +73 +10%
HT
2131
Heritage Trust
Oklahoma
$321K -$58.8K -137 -14%
ALAM
2132
Asahi Life Asset Management
Japan
$321K -$322K -750 -47%
TPWA
2133
Twin Peaks Wealth Advisors
California
$320K +$52.3K +122 +15%
AWA
2134
AGH Wealth Advisors
Kansas
$319K -$46.7K -109 -12%
GGS
2135
Galvin Gaustad & Stein
Arizona
$318K +$356K +830 New
BOSSRA
2136
B.O.S.S. Retirement Advisors
Utah
$317K -$22.3K -52 -6%
RFA
2137
Resurgent Financial Advisors
Georgia
$317K -$14.2K -33 -4%
SP
2138
Stonebrook Private
Michigan
$316K -$22.3K -52 -6%
LCG
2139
Lakeshore Capital Group
Illinois
$316K +$10.7K +25 +3%
SP
2140
SIH Partners
Delaware
$316K +$353K +823 New
VC
2141
Veery Capital
Delaware
$315K -$211K -493 -37%
W
2142
WealthCollab
Washington
$315K -$14.2K -33 -4%
LJAC
2143
L.J. Altfest & Co
New York
$314K -$53.2K -124 -13%
CAM
2144
Cozad Asset Management
Illinois
$314K +$47.2K +110 +15%
DE
2145
Diversified Enterprises
Delaware
$314K +$94.8K +221 +37%
BFO
2146
Biltmore Family Office
North Carolina
$312K – – –
SFG
2147
SevenBridge Financial Group
Pennsylvania
$311K -$111K -260 -25%
AZ
2148
Alpha Zero
Florida
$311K -$96.1K -224 -22%
SAF
2149
Smith Anglin Financial
Texas
$311K +$68.6K +160 +25%
RPCONE
2150
Retirement Planning Company of New England
Rhode Island
$311K +$72.5K +169 +26%
84 85
86
87 88