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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
5401
Strid Group
Pennsylvania
$144K +$20.2K +93 +14%
KWM
5402
Kiker Wealth Management
Georgia
$138K +$157K +724 New
FC
5403
Farley Capital
New York
$126K +$143K +660 New
KFP
5404
Keener Financial Planning
Texas
$123K +$23.9K +110 +20%
MBFW
5405
Morton Brown Family Wealth
Pennsylvania
$120K +$46.7K +215 +52%
GG
5406
Gleason Group
Kentucky
$118K -$154K -710 -53%
BGA
5407
Battery Global Advisors
Massachusetts
$114K – – –
BCWM
5408
Ball & Co Wealth Management
Tennessee
$108K -$86.6K -399 -41%
BGC
5409
Beutel, Goodman & Co
Ontario, Canada
$100K +$29.9K +138 +35%
PCA
5410
PMV Capital Advisers
Texas
$99.1K +$651 +3 +0.6%
BC
5411
Broadwater Capital
Massachusetts
$98.9K -$21.7K -100 -16%
MCA
5412
Midwest Capital Advisors
Michigan
$97.8K +$21.7K +100 +24%
PWA
5413
Principia Wealth Advisory
Texas
$95.9K -$24.3K -112 -18%
CFS
5414
Compass Financial Services
Iowa
$94.9K +$1.52K +7 +1%
SA
5415
SRH Advisors
Kansas
$93.2K -$20.8K -96 -16%
MFG
5416
Mendota Financial Group
Wisconsin
$89.2K -$201K -925 -66%
RWM
5417
Ruedi Wealth Management
Illinois
$89.2K -$6.73K -31 -6%
CI
5418
Cordant Inc
Oregon
$88.5K +$2.39K +11 +2%
CJH
5419
Christopher J. Hasenberg
Wisconsin
$87.2K – – –
ATC
5420
Advantage Trust Company
Kansas
$85.6K – – –
AAG
5421
Accordant Advisory Group
Maryland
$84.9K +$69.7K +321 +257%
YAL
5422
Your Advocates Ltd
Texas
$83.9K +$651 +3 +0.7%
STB
5423
S&T Bank
Pennsylvania
$83.9K -$25.8K -119 -21%
IHWM
5424
Iron Horse Wealth Management
Iowa
$83K +$32.5K +150 +52%
HIA
5425
HFM Investment Advisors
New Jersey
$82.6K +$94.2K +434 New
215 216
217
218 219