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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1826
Altus Wealth Management
Kentucky
$227K – – –
GEA
1827
Glen Eagle Advisors
New Jersey
$227K – – –
AWM
1828
Accel Wealth Management
Iowa
$226K – – –
CCMD
1829
Cypress Capital Management (Delaware)
Delaware
$226K – – –
FWTB
1830
First Western Trust Bank
Colorado
$226K +$232K +1,157 New
RFMS
1831
RWQ Financial Management Services
Florida
$225K -$4.92M -24,500 -95%
NFG
1832
Nadler Financial Group
Illinois
$225K -$7.03K -35 -3%
FG
1833
Foster Group
Iowa
$224K -$6.02K -30 -2%
FNC
1834
First National Corp
Massachusetts
$224K – – –
LCM
1835
Leisure Capital Management
California
$224K – – –
FWM
1836
Fairhaven Wealth Management
Illinois
$224K +$234K +1,168 New
BHIA
1837
Birch Hill Investment Advisors
Massachusetts
$224K +$235K +1,170 New
GIM
1838
Guild Investment Management
California
$223K – – –
IFPL
1839
Investments & Financial Planning LLC
Kentucky
$223K – – –
V
1840
VeraBank
Texas
$222K -$6.02K -30 -3%
BFC
1841
Blue Fin Capital
Rhode Island
$222K -$3.81K -19 -2%
SAA
1842
Southeast Asset Advisors
Georgia
$222K +$2.01K +10 +0.9%
AA
1843
Alesco Advisors
New York
$221K – – –
SIAP
1844
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$221K – – –
BO
1845
BRR OpCo
Ohio
$221K +$25.1K +125 +12%
SCM
1846
Stordahl Capital Management
Colorado
$221K +$231K +1,153 New
SOS
1847
Silver Oak Securities
Tennessee
$221K +$253K +1,259 New
FIM
1848
Fernwood Investment Management
Massachusetts
$220K -$64.2K -320 -22%
SFG
1849
StrategIQ Financial Group
Indiana
$220K -$1.2K -6 -0.5%
HCM
1850
Hengehold Capital Management
Ohio
$220K -$1K -5 -0.4%
72 73
74
75 76