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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
3901
Hoese & Co
Minnesota
$435K -$6.85K -60 -2%
CFAM
3902
Center For Asset Management
Florida
$435K +$20.6K +180 +6%
CWA
3903
Clearview Wealth Advisors
Oregon
$435K -$24K -210 -6%
MPPW
3904
Mitchell & Pahl Private Wealth
Oklahoma
$435K +$6.85K +60 +2%
SWIM
3905
Smallwood Wealth Investment Management
New Jersey
$434K -$35.9K -314 -9%
TCM
3906
TD Capital Management
Tennessee
$432K – – –
CPG
3907
Cornerstone Planning Group
New Jersey
$432K +$379K +3,315 New
SWM
3908
Sugarloaf Wealth Management
Georgia
$429K -$65.1K -570 -15%
SMG
3909
Smart Money Group
Texas
$429K +$43.4K +380 +13%
OPWM
3910
Oakwell Private Wealth Management
Texas
$428K +$27.5K +241 +8%
AIA
3911
Allied Investment Advisors
Montana
$427K +$374K +3,275 New
AAS
3912
Asset Allocation Strategies
Michigan
$426K +$373K +3,269 New
EDRIA
3913
Edmonds Duncan Registered Investment Advisors
Kansas
$425K – – –
CFSG
3914
Clark Financial Services Group
Missouri
$424K -$59.6K -522 -14%
HAFS
3915
Hapanowicz & Associates Financial Services
Pennsylvania
$423K – – –
BHWM
3916
Beaird Harris Wealth Management
Texas
$423K +$17.4K +152 +5%
OFA
3917
Oak Family Advisors
Illinois
$423K +$13.6K +119 +4%
CF
3918
Convergence Financial
Missouri
$422K +$62.8K +550 +20%
KIG
3919
Kessler Investment Group
Indiana
$421K – – –
AWA
3920
Alaska Wealth Advisors
Alaska
$421K +$40.9K +358 +12%
NWM
3921
Northcape Wealth Management
New York
$420K -$5.48K -48 -1%
PWA
3922
Phoenix Wealth Advisors
North Carolina
$420K – – –
WIM
3923
Warwick Investment Management
Texas
$419K +$5.71K +50 +2%
JCIA
3924
Jackson Creek Investment Advisors
Colorado
$417K -$630K -5,520 -63%
MCM
3925
Mendel Capital Management
Arkansas
$416K +$80.7K +707 +28%
155 156
157
158 159