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Name Holding Trade Value Shares
Change 		Change in
Stake
YAVAPFMC
4101
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$838K -$821K -4,500 -50%
MWP
4102
Meredith Wealth Planning
Illinois
$838K – – –
HFA
4103
Highland Financial Advisors
New Jersey
$837K -$73K -400 -8%
CWA
4104
Clarus Wealth Advisors
Arizona
$837K +$16.8K +92 +2%
FFWA
4105
Forthright Family Wealth Advisory
Texas
$837K +$4.38K +24 +0.7%
WCP
4106
Wick Capital Partners
Pennsylvania
$836K +$33K +181 +4%
EC
4107
Eaton-Cambridge
Arizona
$835K +$13.9K +76 +2%
MHR
4108
Matthew Hamilton Rosenberg
$833K +$27.4K +150 +3%
TF
4109
Tenon Financial
New Jersey
$832K -$24.3K -133 -3%
BBNB
4110
Baker Boyer National Bank
Washington
$831K +$82.3K +451 +11%
ACM
4111
Alamar Capital Management
California
$831K +$146K +800 +22%
HFA
4112
High Falls Advisors
New York
$828K +$41.2K +226 +5%
TFF
4113
The Family Firm
Maryland
$828K +$186K +1,017 +30%
FGG
4114
Financial Guidance Group
Florida
$827K – – –
BA
4115
Ballew Advisors
Mississippi
$825K +$21.2K +116 +3%
CPG
4116
Cornerstone Planning Group
New Jersey
$824K +$17K +93 +2%
SL
4117
Stevard LLC
Illinois
$821K -$1.69M -9,272 -68%
OIC
4118
Orion Investment Company
Missouri
$821K – – –
LIA
4119
Luken Investment Analytics
Tennessee
$820K – – –
BBWP
4120
Beacon Bridge Wealth Partners
Pennsylvania
$819K +$69.3K +380 +9%
SNBOSD
4121
Security National Bank of So Dak
Iowa
$819K – – –
HB
4122
Horizon Bancorp
Indiana
$814K +$107K +584 +15%
HP
4123
Hyperion Partners
Pennsylvania
$813K – – –
GWM
4124
Global Wealth Management
New Jersey
$812K +$796K +4,360 New
VH
4125
Visionary Horizons
Tennessee
$812K +$213K +1,167 +37%
163 164
165
166 167