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Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
1726
Arax Advisory Partners
Colorado
$213K -$97.4K -937 -33%
EW
1727
Evoke Wealth
California
$212K +$194K +1,863 New
MWM
1728
Mattern Wealth Management
Kansas
$212K +$194K +1,861 New
NB
1729
Nicolet Bankshares
Wisconsin
$212K +$193K +1,860 New
SHFP
1730
Second Half Financial Partners
Florida
$212K +$193K +1,859 New
MW
1731
MBL Wealth
North Carolina
$210K +$192K +1,845 New
CBT
1732
CoreFirst Bank & Trust
Kansas
$210K – – –
APW
1733
Austin Private Wealth
Texas
$209K -$26.1K -251 -12%
V
1734
ViaWealth
Kansas
$209K -$160K -1,542 -46%
CCM
1735
Carlson Capital Management
Minnesota
$209K +$191K +1,833 New
AIM
1736
Allen Investment Management
New York
$208K +$190K +1,830 New
CWM
1737
Circle Wealth Management
New Jersey
$208K +$190K +1,829 New
AO
1738
Advisor OS
Illinois
$208K +$190K +1,825 New
WPP
1739
Whalerock Point Partners
Rhode Island
$207K +$189K +1,821 New
LA
1740
LexAurum Advisors
Kansas
$207K +$189K +1,814 New
SWRP
1741
Summit Wealth & Retirement Planning
California
$206K -$124K -1,197 -40%
NWMG
1742
National Wealth Management Group
Ohio
$206K +$189K +1,822 New
ACG
1743
Allen Capital Group
Nebraska
$206K +$188K +1,805 New
SAM
1744
Selway Asset Management
$205K +$187K +1,800 New
VCM
1745
Vision Capital Management
Oregon
$205K +$187K +1,800 New
1SB
1746
1ST Source Bank
Indiana
$205K +$187K +1,797 New
KCPG
1747
Kavar Capital Partners Group
Kansas
$204K +$186K +1,791 New
SMC
1748
Smith, Moore & Co
Missouri
$204K +$186K +1,790 New
GIM
1749
Goelzer Investment Management
Indiana
$203K +$186K +1,784 New
SLG
1750
Stanley-Laman Group
Pennsylvania
$203K +$186K +1,784 New
68 69
70
71 72