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Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
4351
Indie Asset Partners
Indiana
$1.18M -$450K -2,272 -30%
LPFG
4352
Landing Point Financial Group
Ohio
$1.18M +$44.5K +225 +4%
MWM
4353
MinichMacGregor Wealth Management
New York
$1.17M -$1.25M -6,326 -54%
OE
4354
October Effect
Virginia
$1.17M +$1.06M +5,338 New
KG
4355
Kilter Group
New York
$1.17M +$144K +726 +16%
HP
4356
Haven Private
Florida
$1.17M -$83.3K -421 -7%
SC
4357
Seldon Capital
California
$1.17M – – –
CGFA
4358
Colton Groome Financial Advisors
North Carolina
$1.16M +$70.8K +358 +7%
PWA
4359
Provenance Wealth Advisors
Florida
$1.16M -$1.09M -5,528 -51%
TA
4360
TKG Advisors
Indiana
$1.16M -$23.9K -121 -2%
FB
4361
Finward Bancorp
Indiana
$1.16M – – –
PFP
4362
Paragon Financial Partners
California
$1.16M +$5.94K +30 +0.6%
RCM
4363
RMR Capital Management
California
$1.16M – – –
PA
4364
Planning Alternatives
Michigan
$1.16M -$78.6K -397 -7%
SWG
4365
Summit Wealth Group
Vermont
$1.16M +$9.1K +46 +0.9%
KTM
4366
Keeler Thomas Management
Utah
$1.16M -$666K -3,366 -39%
HTWM
4367
Hartmann Taylor Wealth Management
Texas
$1.15M -$88.5K -447 -8%
MF
4368
Meridian Financial
Massachusetts
$1.15M +$3.96K +20 +0.4%
PS
4369
Portfolio Strategies
New York
$1.15M -$14.1K -71 -1%
TWA
4370
Talisman Wealth Advisors
New Jersey
$1.15M +$99.1K +501 +11%
Q
4371
QVR
California
$1.15M +$1.03M +5,225 New
MAS
4372
MPWM Advisory Solutions
Georgia
$1.15M +$95.2K +481 +10%
KFS
4373
Kelly Financial Services
Massachusetts
$1.14M -$8.31K -42 -0.8%
C
4374
Covestor
United Kingdom
$1.14M -$65.7K -332 -6%
RW
4375
REDW Wealth
New Mexico
$1.14M -$135K -682 -12%
173 174
175
176 177