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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
3251
DDFG Inc
California
$212K +$214K +1,439 New
P
3252
Paradiem
Louisiana
$212K – – –
HPIA
3253
Hamilton Point Investment Advisors
North Carolina
$212K – – –
FIM
3254
Fernwood Investment Management
Massachusetts
$211K – – –
TCM
3255
TruNorth Capital Management
Michigan
$211K +$29.5K +198 +16%
DIS
3256
Diversified Investment Strategies
Louisiana
$211K – – –
PP
3257
Pegasus Partners
Wisconsin
$211K – – –
ME
3258
McIlrath & Eck
Washington
$211K +$11.6K +78 +6%
AMCA
3259
Arthur M. Cohen & Associates
Illinois
$210K – – –
SPWG
3260
Syntegra Private Wealth Group
Missouri
$210K -$94.7K -636 -31%
AWM
3261
Arista Wealth Management
Nevada
$210K +$1.94K +13 +0.9%
SIA
3262
Strategic Investment Advisors
Michigan
$210K -$28.7K -193 -12%
FPIS
3263
Financial Planning & Information Services
Wisconsin
$210K -$11.5K -77 -5%
CWM
3264
Collaborative Wealth Management
Florida
$210K -$595 -4 -0.3%
PP
3265
PFS Partners
New Jersey
$209K -$8.34K -56 -4%
PP
3266
PrairieView Partners
Minnesota
$209K -$595K -4,000 -74%
CCM
3267
Chiron Capital Management
Florida
$209K +$5.8K +39 +3%
SIMC
3268
Squire Investment Management Company
Utah
$208K +$211K +1,415 New
WCA
3269
Waypoint Capital Advisors
Minnesota
$208K +$210K +1,410 New
LC
3270
Lavaca Capital
Texas
$207K +$14.9K +100 +8%
AF
3271
AtlasMark Financial
Texas
$207K +$209K +1,404 New
FWI
3272
Facet Wealth Inc
Maryland
$207K +$201K +1,351 New
M1FG
3273
Mach-1 Financial Group
Arkansas
$207K -$3.01M -20,254 -94%
PIWA
3274
Prevail Innovative Wealth Advisors
Kansas
$206K -$2.45M -16,456 -92%
SIAM
3275
Sterling Investment Advisors (Missouri)
Missouri
$206K – – –
129 130
131
132 133