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Name Holding Trade Value Shares
Change 		Change in
Stake
SMCM
2976
Sky-Mountain Capital Management
Idaho
$428K +$401K +2,559 New
TIM
2977
Total Investment Management
Arizona
$428K -$5.79K -37 -1%
FWA
2978
FORM Wealth Advisors
Wisconsin
$427K +$400K +2,552 New
TFP
2979
Triune Financial Partners
Kansas
$427K +$19.7K +126 +5%
SMA
2980
Seven Mile Advisory
New Jersey
$426K +$64.8K +414 +19%
RMF
2981
Red Mountain Financial
Colorado
$426K -$14.1K -90 -3%
MWP
2982
Madison Wealth Partners
Wisconsin
$426K -$2.97K -19 -0.7%
FSA
2983
Financial Security Advisor
Virginia
$426K +$4.23K +27 +1%
SA
2984
SRH Advisors
Kansas
$423K – – –
GAB
2985
German American Bancorp
Indiana
$422K -$65.3K -417 -14%
PWS
2986
Proactive Wealth Strategies
Georgia
$419K -$14.7K -94 -4%
WMG
2987
WESCAP Management Group
California
$419K -$2.5K -16 -0.6%
TFM
2988
TFC Financial Management
Massachusetts
$419K +$3.91K +25 +1%
VCM
2989
Vivaldi Capital Management
Illinois
$417K +$65.1K +416 +20%
AWA
2990
Archvest Wealth Advisors
California
$417K -$9.71K -62 -2%
HCM
2991
Hutner Capital Management
Vermont
$416K -$20.5K -131 -5%
MCM
2992
MV Capital Management
Maryland
$416K +$172K +1,097 +79%
PWP
2993
Precedent Wealth Partners
Texas
$416K -$1.43M -9,161 -79%
SNBOSD
2994
Security National Bank of So Dak
Iowa
$415K +$39.6K +253 +11%
DW30
2995
Drucker Wealth 3.0
New Jersey
$414K +$387K +2,473 New
AWAP
2996
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$413K -$3.76K -24 -1%
EFP
2997
Elser Financial Planning
Indiana
$413K +$12.8K +82 +3%
NA
2998
Nautilus Advisors
California
$413K -$41.8K -267 -10%
KFS
2999
Kaizen Financial Strategies
California
$412K +$28K +179 +8%
TF
3000
Theory Financial
Colorado
$412K +$60.7K +388 +19%
118 119
120
121 122