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Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
3476
MPWM Advisory Solutions
Georgia
$215K +$227K +1,481 New
BRG
3477
Bay Rivers Group
Virginia
$214K – – –
OC
3478
Optima Capital
Oregon
$214K +$226K +1,478 New
DIS
3479
Diversified Investment Strategies
Louisiana
$214K +$6.43K +42 +3%
IFA
3480
Interactive Financial Advisors
Illinois
$214K – – –
AWA
3481
AmeriServ Wealth Advisors
Pennsylvania
$213K +$225K +1,473 New
AC
3482
Annandale Capital
Texas
$213K +$12.1K +79 +6%
TPW
3483
Talon Private Wealth
Florida
$212K -$13.3K -87 -6%
FB
3484
Finward Bancorp
Indiana
$211K +$223K +1,458 New
RPCA
3485
Running Point Capital Advisors
California
$211K -$245K -1,600 -52%
ACM
3486
Advance Capital Management
Michigan
$211K -$38K -248 -15%
LI
3487
LifeWealth Investments
Florida
$211K +$223K +1,455 New
WFA
3488
Wade Financial Advisory
California
$210K – – –
HIF
3489
Hill Island Financial
Michigan
$210K – – –
WWP
3490
Waypoint Wealth Partners
California
$210K -$5.36K -35 -2%
HC
3491
Headland Capital
South Carolina
$210K +$222K +1,451 New
EPIME
3492
Evelyn Partners Investment Management (Europe)
$210K +$222K +1,450 New
SFG
3493
SNS Financial Group
Minnesota
$210K +$222K +1,448 New
HOWA
3494
Heritage Oak Wealth Advisors
Florida
$210K +$221K +1,447 New
GFM
3495
GEN Financial Management
Minnesota
$209K +$221K +1,443 New
HB
3496
Horizon Bancorp
Indiana
$209K -$1.38K -9 -0.6%
HPIA
3497
Hamilton Point Investment Advisors
North Carolina
$208K – – –
OKSA
3498
O'Keefe Stevens Advisory
New York
$208K -$15K -98 -6%
P
3499
Paradiem
Louisiana
$208K – – –
AWM
3500
Arista Wealth Management
Nevada
$208K +$1.68K +11 +0.8%
138 139
140
141 142