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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
2676
Prostatis Group
Maryland
$629K +$155K +1,017 +33%
BOM
2677
Bank of Marin
California
$627K -$17.7K -116 -3%
AFG
2678
Altiora Financial Group
Ohio
$627K – – –
RWM
2679
Riverbend Wealth Management
South Carolina
$626K +$30.9K +203 +5%
APG
2680
Abacus Planning Group
South Carolina
$625K +$76K +499 +14%
CP
2681
Castleview Partners
Texas
$624K +$198K +1,300 +47%
CWA
2682
Clarity Wealth Advisors
California
$623K -$4.87K -32 -0.8%
BSB
2683
Bangor Savings Bank
Maine
$623K -$36.9K -242 -6%
MGIA
2684
Matthew Goff Investment Advisor
Texas
$622K -$10.7K -70 -2%
AF
2685
Apollon Financial
South Carolina
$621K +$138K +909 +29%
BA
2686
Ballast Advisors
Minnesota
$621K -$11.4K -75 -2%
RSF
2687
Rik Saylor Financial
Ohio
$620K +$305 +2 +0%
DA
2688
Dash Acquisitions
California
$620K +$152 +1 +0%
ACM
2689
Aljian Capital Management
Nevada
$620K -$30.9K -203 -5%
PCH
2690
PGIM Custom Harvest
New Jersey
$618K +$34.9K +229 +6%
CAM
2691
CPA Asset Management
Florida
$618K -$197K -1,295 -24%
ARG
2692
Advisory Resource Group
Oklahoma
$618K -$18K -118 -3%
HCM
2693
Hodges Capital Management
Texas
$617K -$22.5K -148 -4%
RB
2694
Renasant Bank
Mississippi
$617K +$16.8K +110 +3%
BWS
2695
Buck Wealth Strategies
Colorado
$617K -$680K -4,468 -52%
SFG
2696
Shum Financial Group
California
$616K -$2.44K -16 -0.4%
BSTWA
2697
Blake Schutter Theil Wealth Advisors
Ohio
$616K +$12.3K +81 +2%
FCM
2698
Fire Capital Management
California
$615K – – –
PFM
2699
Potomac Fund Management
Florida
$614K -$100K -657 -14%
PFG
2700
Prosperity Financial Group
California
$614K +$8.68K +57 +1%
106 107
108
109 110