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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1876
TrustCore Financial Services
Tennessee
$188K -$16.5K -74 -8%
MRG
1877
Milestone Resources Group
British Virgin Islands
$188K – – –
BFC
1878
Bedel Financial Consulting
Indiana
$185K +$2.23K +10 +1%
JWM
1879
Janiczek Wealth Management
Colorado
$184K +$223 +1 +0.1%
TFM
1880
TFC Financial Management
Massachusetts
$183K – – –
TF
1881
Tompkins Financial
New York
$177K +$180K +807 New
EP
1882
Elkhorn Partners
Nebraska
$176K +$11.2K +50 +7%
CIA
1883
Cascade Investment Advisors
Oregon
$176K – – –
CBT
1884
Central Bank & Trust
Kentucky
$173K -$6.69K -30 -4%
KIG
1885
Kowal Investment Group
Wisconsin
$172K +$175K +783 New
PP
1886
PrairieView Partners
Minnesota
$168K – – –
VCM
1887
Versant Capital Management
Arizona
$166K -$223 -1 -0.1%
TFGT
1888
TS Financial Group (TSFG)
Illinois
$164K -$44.6K -200 -21%
LTI
1889
Laffer Tengler Investments
Tennessee
$159K +$161K +721 New
PWM
1890
Prentice Wealth Management
New York
$157K -$5.35K -24 -3%
CMA
1891
Cedar Mountain Advisors
Oregon
$154K – – –
ETI
1892
Enterprise Trust & Investment
California
$154K – – –
PB
1893
Pinnacle Bancorp
Nebraska
$154K +$35.9K +161 +30%
HIIFS
1894
Harel Insurance Investments & Financial Services
Israel
$150K -$272K -1,219 -64%
WLPWM
1895
Walled Lake Planning & Wealth Management
Illinois
$147K – – –
MAWCM
1896
Mine & Arao Wealth Creation & Management
California
$143K – – –
PP
1897
Pacifica Partners
Canada
$143K +$86.5K +388 +149%
FFA
1898
Freedman Financial Associates
Massachusetts
$141K – – –
TC
1899
Truvestments Capital
Florida
$141K – – –
DWP
1900
Destiny Wealth Partners
Florida
$138K +$140K +627 New
74 75
76
77 78