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Name Holding Trade Value Shares
Change 		Change in
Stake
HB
2926
Horizon Bancorp
Indiana
$174K +$9.58K +192 +6%
TFGT
2927
TS Financial Group (TSFG)
Illinois
$168K -$2.94K -59 -2%
PP
2928
PrairieView Partners
Minnesota
$167K -$6.54K -131 -4%
MFA
2929
McClarren Financial Advisors
Pennsylvania
$166K +$848 +17 +0.5%
TCM
2930
Tradewinds Capital Management
Washington
$165K +$19K +380 +13%
TFM
2931
TFC Financial Management
Massachusetts
$162K +$599 +12 +0.4%
TCG
2932
Transcendent Capital Group
Oklahoma
$160K +$159K +3,196 New
CIA
2933
Cape Investment Advisory
Georgia
$159K +$63.9K +1,280 +67%
DWS
2934
Dynamic Wealth Strategies
California
$157K +$5.54K +111 +4%
CTB
2935
Country Trust Bank
Illinois
$152K -$21.9M -438,465 -99%
BIM
2936
Breakwater Investment Management
Washington
$149K +$149K +2,992 New
GJIA
2937
Glass Jacobson Investment Advisors
Maryland
$149K +$1.55K +31 +1%
NCTC
2938
New Covenant Trust Company
Indiana
$149K +$149K +2,981 New
NJIM
2939
Nabity-Jensen Investment Management
Nebraska
$147K – – –
WAG
2940
Wiser Advisor Group
Arizona
$145K -$116K -2,331 -45%
TSWM
2941
Tyler-Stone Wealth Management
Ohio
$144K -$15.2K -305 -10%
RWM
2942
Raffa Wealth Management
District of Columbia
$141K +$88.7K +1,778 +169%
GWMI
2943
Guardian Wealth Management (Illinois)
Illinois
$140K -$7.04K -141 -5%
MWM
2944
Mascoma Wealth Management
New Hampshire
$139K – – –
FSWA
2945
Financial Synergies Wealth Advisors
Texas
$138K +$46.2K +926 +51%
PWMG
2946
Private Wealth Management Group
New Jersey
$138K -$11.3K -226 -8%
BCM
2947
Basso Capital Management
Connecticut
$136K – – –
RS
2948
Rakuten Securities
Japan
$135K +$91.9K +1,842 +214%
B
2949
Birchbrook
Maine
$134K – – –
SC
2950
Stephens Consulting
Michigan
$131K +$449 +9 +0.3%
116 117
118
119 120