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Name Holding Trade Value Shares
Change 		Change in
Stake
DGI
3326
Disciplined Growth Investors
Minnesota
$204K +$195K +1,295 New
CFG
3327
CKW Financial Group
Hawaii
$204K +$302 +2 +0.2%
FEG
3328
Financial Enhancement Group
Indiana
$204K +$193K +1,281 New
CA
3329
Cumberland Advisors
Florida
$203K +$195K +1,290 New
CWM
3330
Cahaba Wealth Management
Georgia
$203K +$194K +1,286 New
LPP
3331
Life Planning Partners
Florida
$203K – – –
WAM
3332
Worth Asset Management
Texas
$202K -$44.1K -292 -19%
PW
3333
Peninsula Wealth
California
$202K +$193K +1,280 New
AMM
3334
American Money Management
California
$202K +$193K +1,279 New
ME
3335
McIlrath & Eck
Washington
$202K +$2.11K +14 +1%
OTL
3336
Oak Thistle LLC
New York
$201K +$193K +1,276 New
SOAG
3337
Silver Oak Advisory Group
Oregon
$201K +$192K +1,272 New
HB
3338
Horizon Bancorp
Indiana
$200K +$4.53K +30 +2%
WWP
3339
WR Wealth Planners
Missouri
$199K +$191K +1,264 New
VC
3340
Vestor Capital
Illinois
$199K -$3.32K -22 -2%
BAM
3341
Bellevue Asset Management
Washington
$197K +$1.66K +11 +0.9%
LFA
3342
Laraway Financial Advisors
Minnesota
$196K – – –
W
3343
WealthCollab
Washington
$195K +$36.7K +243 +24%
CA
3344
Centerpoint Advisors
Massachusetts
$195K – – –
MAWCM
3345
Mine & Arao Wealth Creation & Management
California
$192K -$20.5K -136 -10%
TFM
3346
TFC Financial Management
Massachusetts
$191K -$101K -669 -36%
FFWM
3347
Future Financial Wealth Management
Ohio
$189K +$181K +1,199 New
CWAF
3348
Core Wealth Advisors (Florida)
Florida
$188K – – –
FWM
3349
FSA Wealth Management
Massachusetts
$180K +$22.5K +149 +15%
HIM
3350
Hillsdale Investment Management
Ontario, Canada
$179K – – –
132 133
134
135 136