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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMC
3551
Squire Investment Management Company
Utah
$250K -$11.6K -76 -4%
MPIA
3552
Milestones Private Investment Advisors
New York
$249K – – –
VI
3553
VanderPol Investments
Michigan
$249K -$5.03K -33 -2%
WFA
3554
Websterrogers Financial Advisors
South Carolina
$249K -$3.5K -23 -1%
WTFG
3555
Wood Tarver Financial Group
Idaho
$248K -$1.22K -8 -0.5%
LGW
3556
Leslie Global Wealth
Illinois
$248K +$3.96K +26 +2%
AWM
3557
Adams Wealth Management
Utah
$248K +$9.29K +61 +4%
CI
3558
CacheTech Inc
Utah
$248K +$9.29K +61 +4%
HCM
3559
Harvey Capital Management
Florida
$248K – – –
FA
3560
Fiducient Advisors
Illinois
$248K +$19.6K +129 +9%
PEA
3561
Park Edge Advisors
Ohio
$248K -$7.62K -50 -3%
PFG
3562
Pinnacle Financial Group
Illinois
$247K -$3.2K -21 -1%
FEG
3563
Financial Enhancement Group
Indiana
$247K +$609 +4 +0.3%
CWA
3564
Clarus Wealth Advisors
Arizona
$247K -$17.5K -115 -7%
CW
3565
Cedarwood Wealth
Colorado
$246K +$224K +1,471 New
WIA
3566
Wetzel Investment Advisors
Indiana
$246K -$5.94K -39 -2%
HIS
3567
Harvest Investment Services
Illinois
$246K -$48.9K -321 -17%
FPWM
3568
FSB Premier Wealth Management
Iowa
$246K -$5.63K -37 -2%
DI
3569
DDFG Inc
California
$246K +$15.8K +104 +7%
FB
3570
Finward Bancorp
Indiana
$245K – – –
TWM
3571
Thryve Wealth Management
Texas
$245K +$245K +1,609 New
WG
3572
WMS Group
Louisiana
$245K +$245K +1,606 New
SHFG
3573
S Harris Financial Group
Texas
$244K +$244K +1,603 New
UFA
3574
Unify Financial Advisors
Florida
$244K +$244K +1,600 New
PWMG
3575
Pinnacle Wealth Management Group
Michigan
$244K -$91.4K -600 -27%
141 142
143
144 145