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Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
3176
Harvest Investment Services
Illinois
$306K -$122K -800 -27%
DWM
3177
Denver Wealth Management
Colorado
$306K -$9.64K -63 -3%
BFAG
3178
Blackston Financial Advisory Group
Florida
$306K +$17K +111 +6%
SFG
3179
Sunburst Financial Group
Alabama
$305K +$30.9K +202 +11%
FFA
3180
Fairfield Financial Advisors
Massachusetts
$305K -$162K -1,061 -33%
PTC
3181
Petrus Trust Company
Texas
$305K +$322K +2,106 New
SBF
3182
Sara-Bay Financial
Florida
$305K -$30.6K -200 -9%
WB
3183
West Bancorporation
Iowa
$305K -$30.6K -200 -9%
SL
3184
Sentinus LLC
Illinois
$304K -$103K -675 -24%
SWP
3185
ShoreHaven Wealth Partners
New Jersey
$304K +$2.6K +17 +0.8%
CM
3186
CoreCommodity Management
Connecticut
$304K -$1.37M -8,930 -81%
TC
3187
TFR Capital
Texas
$303K +$321K +2,094 New
SPL
3188
Smart Portfolios LLC
Washington
$303K +$2.6K +17 +0.8%
AWA
3189
Acorn Wealth Advisors
Michigan
$303K +$10.6K +69 +3%
KNFPWM
3190
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$303K +$612 +4 +0.2%
LC
3191
Lavaca Capital
Texas
$302K +$105K +683 +49%
CBOR
3192
Community Bank of Raymore
Missouri
$302K – – –
BWS
3193
Buck Wealth Strategies
Colorado
$302K +$319K +2,085 New
FP
3194
Financial Perspectives
Minnesota
$302K – – –
FFG
3195
Fortem Financial Group
California
$302K – – –
SWP
3196
Summit Wealth Partners
Florida
$301K -$11.5K -75 -3%
NEWAS
3197
N.E.W. Advisory Services
Wisconsin
$301K +$27.2K +178 +9%
JBA
3198
Johnson Bixby & Associates
Washington
$301K -$12.2K -80 -4%
TF
3199
Theory Financial
Colorado
$301K +$30.6K +200 +11%
BFO
3200
Biltmore Family Office
North Carolina
$300K +$1.68K +11 +0.5%
126 127
128
129 130