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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
2476
IRON Financial
Illinois
$390K +$13.2K +231 +4%
CCA
2477
Clearwater Capital Advisors
Illinois
$389K +$45.7K +800 +15%
PHIC
2478
Pine Haven Investment Counsel
Massachusetts
$389K +$351K +6,135 New
CMS
2479
Capital Market Strategies
Florida
$389K +$351K +6,143 New
RWB
2480
RMR Wealth Builders
New Jersey
$388K -$373K -6,531 -52%
SAM
2481
Secure Asset Management
Michigan
$388K +$5.37K +94 +2%
SFS
2482
Security Financial Services
Indiana
$387K +$349K +6,103 New
VAS
2483
Valicenti Advisory Services
New York
$386K – – –
GWSG
2484
GPS Wealth Strategies Group
Colorado
$386K +$19.5K +342 +6%
SMF
2485
Sterling Manor Financial
New York
$386K +$348K +6,085 New
DA
2486
Dillon & Associates
Michigan
$385K -$2.86K -50 -0.8%
AWMG
2487
Alliance Wealth Management Group
New Jersey
$385K – – –
LI
2488
LVZ Inc
Michigan
$385K +$31.7K +554 +10%
AC
2489
ASB Consultores
Florida
$385K +$348K +6,083 New
AMIM
2490
Aull & Monroe Investment Management
Alabama
$384K – – –
TPWM
2491
Twelve Points Wealth Management
Massachusetts
$383K +$346K +6,048 New
T
2492
TNF
Montana
$382K – – –
TI
2493
Truehand Inc
New Hampshire
$382K – – –
OWM
2494
OneAscent Wealth Management
Alabama
$381K -$300K -5,252 -47%
CIC
2495
Cutler Investment Counsel
Oregon
$380K -$45.7K -800 -12%
TWM
2496
Titus Wealth Management
California
$380K -$18.5K -324 -5%
JWM
2497
JFG Wealth Management
Colorado
$380K -$2.23K -39 -0.6%
CAM
2498
Cacti Asset Management
Georgia
$380K – – –
SFG
2499
Sather Financial Group
Texas
$380K – – –
SAM
2500
Summit Asset Management
Tennessee
$380K +$4.34K +76 +1%
98 99
100
101 102