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Name Holding Trade Value Shares
Change 		Change in
Stake
MHB
2826
Midwest Heritage Bank
Iowa
$236K +$208K +1,451 New
4WM
2827
4J Wealth Management
Virginia
$236K +$208K +1,452 New
PCA
2828
Pallas Capital Advisors
Massachusetts
$235K -$208K -1,451 -51%
IWP
2829
IAG Wealth Partners
Wisconsin
$235K -$50.8K -354 -20%
AA
2830
ACT Advisors
North Carolina
$235K +$207K +1,441 New
WFA
2831
Wade Financial Advisory
California
$235K +$207K +1,442 New
DIS
2832
Diversified Investment Strategies
Louisiana
$234K +$206K +1,436 New
FCMC
2833
Founders Capital Management (Connecticut)
Connecticut
$233K +$205K +1,430 New
KBFS
2834
Kohmann Bosshard Financial Services
Ohio
$233K +$205K +1,430 New
BAG
2835
Briggs Advisory Group
Rhode Island
$233K +$205K +1,431 New
WH
2836
Willner & Heller
California
$232K -$2.15K -15 -0.8%
LWM
2837
Ledge Wealth Management
Minnesota
$231K +$203K +1,416 New
BIM
2838
Bullseye Investment Management
Ohio
$231K +$203K +1,418 New
KNW
2839
Kesler Norman & Wride
Utah
$231K +$204K +1,420 New
AHIA
2840
Andrew Hill Investment Advisors
Florida
$230K – – –
BG
2841
Benedetti & Gucer
Georgia
$230K +$203K +1,414 New
TW
2842
Towerpoint Wealth
California
$229K +$201K +1,404 New
AF
2843
AtlasMark Financial
Texas
$229K +$201K +1,404 New
MS
2844
Maven Securities
Jersey
$228K -$191K -1,330 -49%
SC
2845
Saturna Capital
Washington
$228K +$201K +1,400 New
SIAM
2846
Sterling Investment Advisors (Missouri)
Missouri
$228K +$201K +1,400 New
PCG
2847
Prosperity Consulting Group
Maryland
$228K +$201K +1,402 New
MAWCM
2848
Mine & Arao Wealth Creation & Management
California
$227K -$24.8K -173 -11%
SSC
2849
Syverson Strege & Co
Iowa
$227K +$143 +1 +0.1%
TFP
2850
Tilia Fiduciary Partners
North Carolina
$226K +$48.3K +337 +32%
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114
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