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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
3051
Redhawk Wealth Advisors
Minnesota
$209K +$202K +3,538 New
OFW
3052
Omnia Family Wealth
Florida
$209K +$202K +3,529 New
CASB
3053
Cape Ann Savings Bank
Massachusetts
$208K +$201K +3,520 New
HIGP
3054
Hill Investment Group Partners
Missouri
$208K +$201K +3,516 New
MIM
3055
Moseley Investment Management
Florida
$208K +$200K +3,507 New
HWM
3056
Horizon Wealth Management
Illinois
$207K +$200K +3,504 New
SWTS
3057
Stonehaven Wealth & Tax Solutions
Wisconsin
$207K +$200K +3,504 New
AFS
3058
Axiom Financial Strategies
Indiana
$207K +$200K +3,499 New
WA
3059
Wealthstream Advisors
New York
$207K +$200K +3,496 New
CTC
3060
Cetera Trust Company
Minnesota
$207K – – –
WCA
3061
Westover Capital Advisors
Delaware
$207K +$199K +3,492 New
FSWA
3062
Financial Synergies Wealth Advisors
Texas
$206K -$21.9K -384 -10%
KWA
3063
Kellett Wealth Advisors
Ohio
$206K -$23.7K -415 -11%
BWM
3064
Birchcreek Wealth Management
Ohio
$206K +$199K +3,478 New
FB
3065
Finward Bancorp
Indiana
$206K +$198K +3,474 New
GWM
3066
GDS Wealth Management
Texas
$205K +$198K +3,471 New
PIA
3067
Pollock Investment Advisors
Michigan
$205K +$198K +3,471 New
SW
3068
SMART Wealth
Nebraska
$205K -$81.2K -1,421 -29%
AC
3069
ASB Consultores
Florida
$205K +$198K +3,464 New
GCM
3070
Gallacher Capital Management
Colorado
$205K -$50.2K -879 -20%
LODC
3071
Lanham O'Dell & Company
West Virginia
$205K +$198K +3,459 New
IDBONY
3072
Israel Discount Bank of New York
New York
$204K +$197K +3,454 New
JSAM
3073
J. Safra Asset Management
New York
$204K +$197K +3,453 New
SSW
3074
Smith Shellnut Wilson
Mississippi
$204K +$197K +3,446 New
TIA
3075
Tandem Investment Advisors
South Carolina
$204K +$197K +3,441 New
121 122
123
124 125