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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
3376
Kaizen Financial Strategies
California
$231K -$121K -855 -35%
FB
3377
Finward Bancorp
Indiana
$230K – – –
PFG
3378
Pinnacle Financial Group
Illinois
$230K +$26.5K +188 +13%
GCM
3379
G2 Capital Management
Ohio
$230K – – –
WW
3380
Westshore Wealth
California
$230K – – –
SPI
3381
Sutton Place Investors
New York
$230K -$7.47K -53 -3%
CAAM
3382
Cornerstone Advisors Asset Management
Pennsylvania
$229K -$273K -1,938 -55%
ETS
3383
ESL Trust Services
New York
$229K -$6.49K -46 -3%
GA
3384
Gordian Advisors
Arizona
$229K – – –
PFS
3385
Prospect Financial Services
New York
$229K +$17.9K +127 +9%
RIM
3386
Reliant Investment Management
Tennessee
$229K -$69.8K -495 -24%
SMA
3387
Seven Mile Advisory
New Jersey
$229K -$134K -952 -37%
AGA
3388
Accuvest Global Advisors
Utah
$228K -$272K -1,930 -55%
TCM
3389
Triumph Capital Management
Colorado
$227K +$1.27K +9 +0.6%
PFM
3390
Patton Fund Management
Texas
$227K +$224K +1,587 New
SPWG
3391
Syntegra Private Wealth Group
Missouri
$227K -$124K -878 -36%
WTFG
3392
Wood Tarver Financial Group
Idaho
$227K -$29.3K -208 -12%
MWA
3393
Martel Wealth Advisors
Washington
$226K -$19.5K -138 -8%
HHAA
3394
Henry H. Armstrong Associates
Pennsylvania
$226K – – –
IPAM
3395
Investment Partners Asset Management
New Jersey
$226K +$21.1K +150 +11%
LFA
3396
Level Financial Advisors
New York
$226K +$141 +1 +0.1%
CAM
3397
Clark Asset Management
New Hampshire
$225K -$33.8K -240 -13%
MCM
3398
Mitchell Capital Management
Kansas
$225K -$8.46K -60 -4%
TFP
3399
Tilia Fiduciary Partners
North Carolina
$225K -$38.9K -276 -15%
SAM
3400
Strive Asset Management
Ohio
$225K -$273K -1,937 -55%
134 135
136
137 138