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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
3551
Bowman & Company
Wisconsin
$694K +$21.6K +140 +3%
RIM
3552
Reynolds Investment Management
South Carolina
$694K +$658K +4,260 New
LWMG
3553
Levy Wealth Management Group
Pennsylvania
$688K -$89.6K -580 -12%
WB
3554
West Bancorporation
Iowa
$688K -$3.09K -20 -0.5%
SPIO
3555
Seven Post Investment Office
California
$688K – – –
SWIM
3556
Smallwood Wealth Investment Management
New Jersey
$685K +$34K +220 +6%
PWA
3557
Peterson Wealth Advisors
Utah
$681K -$21.6K -140 -3%
FVCM
3558
F&V Capital Management
Florida
$681K -$18.5K -120 -3%
OWA
3559
Outlook Wealth Advisors
Texas
$681K -$3.09K -20 -0.5%
KCM
3560
KRS Capital Management
Michigan
$681K – – –
KNW
3561
Kesler Norman & Wride
Utah
$681K +$3.09K +20 +0.5%
BA
3562
Ballew Advisors
Mississippi
$680K +$179K +1,160 +36%
FG
3563
Foster Group
Iowa
$678K -$3.09K -20 -0.5%
WA
3564
Wealthstream Advisors
New York
$678K – – –
WA
3565
Wambolt & Associates
Colorado
$677K -$27.8K -180 -4%
RWP
3566
Ridgecrest Wealth Partners
California
$676K +$6.18K +40 +1%
DSCM
3567
Del-Sette Capital Management
New York
$675K -$290K -1,880 -31%
CFIA
3568
Cantor Fitzgerald Investment Advisors
New York
$675K -$15.5K -100 -2%
PFC
3569
Phocas Financial Corp
California
$675K +$105K +680 +20%
MIM
3570
Martin Investment Management
Florida
$672K +$3.09K +20 +0.5%
FS
3571
Ferguson Shapiro
Georgia
$668K +$18.5K +120 +3%
CPSC
3572
Carl P. Sherr & Co
Massachusetts
$666K +$74.2K +480 +13%
FFG
3573
Fortem Financial Group
California
$665K -$49.4K -320 -7%
RTL
3574
Red Tortoise LLC
Georgia
$665K -$15.5K -100 -2%
LFA
3575
Level Financial Advisors
New York
$665K – – –
141 142
143
144 145