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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2626
Huntleigh Advisors
Missouri
$783K -$54.8K -524 -7%
TA
2627
TrueWealth Advisors
Alabama
$783K -$69.9K -668 -9%
4A
2628
4Wealth Advisors
Illinois
$781K -$95.5K -913 -12%
AWM
2629
Adams Wealth Management
Utah
$781K -$38.4K -367 -5%
DFS
2630
Demming Financial Services
Ohio
$778K +$4.81K +46 +0.7%
SA
2631
Strategic Advisors
New York
$776K -$6.07K -58 -0.9%
A
2632
Argentarii
Ohio
$776K -$51.8K -495 -7%
IAG
2633
Investment Advisory Group
Massachusetts
$776K +$26.1K +250 +4%
WAM
2634
Weinberger Asset Management
California
$775K +$4.18K +40 +0.6%
CCA
2635
Clearwater Capital Advisors
Illinois
$774K +$126K +1,207 +22%
APW
2636
Acima Private Wealth
Virginia
$774K – – –
ITIM
2637
Indiana Trust & Investment Management
Indiana
$772K -$17.5K -167 -2%
WLIM
2638
White Lighthouse Investment Management
Massachusetts
$772K -$10.4K -99 -1%
LF
2639
LifeSteps Financial
California
$771K -$59.6K -570 -8%
OMIC
2640
Old Mission Investment Co
Michigan
$771K +$687K +6,567 New
VCM
2641
Virtue Capital Management
Tennessee
$770K -$248K -2,369 -27%
LAM
2642
LOM Asset Management
$768K -$440K -4,204 -39%
LAM
2643
Lummis Asset Management
Texas
$766K +$1.78K +17 +0.3%
CCA
2644
Cadent Capital Advisors
Oklahoma
$766K +$209 +2 +0%
CMBA
2645
C.M. Bidwell & Associates
Hawaii
$765K -$8.57K -82 -1%
AWG
2646
Altus Wealth Group
Colorado
$765K +$30.9K +295 +5%
BFA
2647
Beacon Financial Advisory
Ohio
$764K -$21.9K -209 -3%
MPW
2648
MA Private Wealth
California
$764K +$680K +6,505 New
PCMF
2649
Private Capital Management (Florida)
Florida
$763K – – –
UWPG
2650
Ullmann Wealth Partners Group
Florida
$763K +$54.7K +523 +9%
104 105
106
107 108