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Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
4001
Elwood & Goetz Wealth Advisory Group
Georgia
$680K +$57.9K +413 +10%
SMG
4002
Smart Money Group
Texas
$680K +$108K +774 +21%
VR
4003
Valued Retirements
Texas
$680K +$627K +4,475 New
HFW
4004
Horizon Family Wealth
Illinois
$677K +$15.4K +110 +3%
AAM
4005
Augustine Asset Management
Florida
$677K +$7.99K +57 +1%
MI
4006
Motiv8 Investments
Florida
$676K +$623K +4,447 New
FGG
4007
Financial Guidance Group
Florida
$675K – – –
APW
4008
Acima Private Wealth
Virginia
$674K -$14K -100 -2%
MFA
4009
McClarren Financial Advisors
Pennsylvania
$672K +$140 +1 +0%
AW
4010
Avion Wealth
Texas
$670K -$346K -2,467 -36%
BFS
4011
Burkett Financial Services
South Carolina
$669K +$618K +4,406 New
HFA
4012
Highland Financial Advisors
New Jersey
$669K -$64.9K -463 -10%
LIA
4013
Luken Investment Analytics
Tennessee
$669K – – –
LTAS
4014
Linden Thomas Advisory Services
North Carolina
$668K -$4.35K -31 -0.7%
HA
4015
Hamel Associates
New Jersey
$668K +$16.1K +115 +3%
BPFA
4016
Barnes Pettey Financial Advisors
Mississippi
$667K – – –
DTC
4017
Davidson Trust Company
Washington
$667K +$67.3K +480 +12%
GB
4018
Goepper Burkhardt
South Carolina
$666K +$177K +1,266 +50%
FFO
4019
Fortitude Family Office
Arizona
$665K +$613K +4,376 New
SIG
4020
Spinnaker Investment Group
California
$664K +$8.27K +59 +1%
CBT
4021
CoreFirst Bank & Trust
Kansas
$662K -$128K -916 -17%
WB
4022
West Bancorporation
Iowa
$659K -$15.1K -108 -2%
MWM
4023
Marion Wealth Management
Pennsylvania
$657K +$9.39K +67 +2%
MWM
4024
Maripau Wealth Management
Indiana
$656K +$86.5K +617 +17%
MAP
4025
Moody Aldrich Partners
Massachusetts
$656K +$146K +1,045 +32%
159 160
161
162 163