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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3551
Adams Wealth Management
Utah
$248K +$9.29K +61 +4%
CI
3552
CacheTech Inc
Utah
$248K +$9.29K +61 +4%
HCM
3553
Harvey Capital Management
Florida
$248K – – –
FA
3554
Fiducient Advisors
Illinois
$248K +$19.6K +129 +9%
PEA
3555
Park Edge Advisors
Ohio
$248K -$7.62K -50 -3%
PFG
3556
Pinnacle Financial Group
Illinois
$247K -$3.2K -21 -1%
FEG
3557
Financial Enhancement Group
Indiana
$247K +$609 +4 +0.3%
CWA
3558
Clarus Wealth Advisors
Arizona
$247K -$17.5K -115 -7%
CW
3559
Cedarwood Wealth
Colorado
$246K +$224K +1,471 New
WIA
3560
Wetzel Investment Advisors
Indiana
$246K -$5.94K -39 -2%
HIS
3561
Harvest Investment Services
Illinois
$246K -$48.9K -321 -17%
FPWM
3562
FSB Premier Wealth Management
Iowa
$246K -$5.63K -37 -2%
DI
3563
DDFG Inc
California
$246K +$15.8K +104 +7%
FB
3564
Finward Bancorp
Indiana
$245K – – –
TWM
3565
Thryve Wealth Management
Texas
$245K +$245K +1,609 New
WG
3566
WMS Group
Louisiana
$245K +$245K +1,606 New
SHFG
3567
S Harris Financial Group
Texas
$244K +$244K +1,603 New
UFA
3568
Unify Financial Advisors
Florida
$244K +$244K +1,600 New
PWMG
3569
Pinnacle Wealth Management Group
Michigan
$244K -$91.4K -600 -27%
GA
3570
Gordian Advisors
Arizona
$244K – – –
WAM
3571
Worth Asset Management
Texas
$243K +$26.7K +175 +12%
IF
3572
IRON Financial
Illinois
$243K -$6.4K -42 -3%
TPWA
3573
Twin Peaks Wealth Advisors
California
$243K +$202K +1,329 New
CAM
3574
Clark Asset Management
New Hampshire
$242K +$26.2K +172 +12%
LIA
3575
LifePlan Investment Advisors
North Carolina
$241K -$609 -4 -0.3%
141 142
143
144 145