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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
3676
Tempo Wealth
Ohio
$314K +$277K +1,519 New
CM
3677
Cercano Management
Washington
$314K +$277K +1,518 New
ODA
3678
One Degree Advisors
California
$314K +$365 +2 +0.1%
HB
3679
Horizon Bancorp
Indiana
$314K +$22.8K +125 +9%
EFL
3680
ERn Financial LLC
Wisconsin
$314K -$1.82K -10 -0.7%
VC
3681
Veery Capital
Delaware
$314K +$19.7K +108 +8%
ICM
3682
Intrepid Capital Management
Florida
$314K +$36.5K +200 +15%
CCP
3683
Caden Capital Partners
California
$314K +$276K +1,516 New
SGWP
3684
Sun Group Wealth Partners
California
$314K +$276K +1,516 New
TPW
3685
Talon Private Wealth
Florida
$313K +$276K +1,513 New
TPWA
3686
Twin Peaks Wealth Advisors
California
$313K +$33.4K +183 +14%
AWMS
3687
Advocacy Wealth Management Services
Georgia
$312K +$275K +1,510 New
SCP
3688
Stevens Capital Partners
Nebraska
$312K +$275K +1,506 New
WFS
3689
Walker Financial Services
Kentucky
$311K -$236K -1,295 -46%
AF
3690
Affiance Financial
Minnesota
$311K +$6.2K +34 +2%
GA
3691
GSG Advisors
New Jersey
$311K +$28.6K +157 +12%
DCBT
3692
Dakota Community Bank & Trust
North Dakota
$310K -$4.74K -26 -2%
R
3693
Rebalance
California
$310K – – –
MW
3694
Members Wealth
Pennsylvania
$310K +$5.47K +30 +2%
HCM
3695
Hall Capital Management
Rhode Island
$310K +$292K +1,602 New
GFG
3696
Genesis Financial Group
New Jersey
$309K +$272K +1,494 New
AWM
3697
Austin Wealth Management
Texas
$309K -$68.4K -375 -19%
RWRC
3698
R.W. Roge & Company
New York
$309K +$33.4K +183 +14%
FWM
3699
ForthRight Wealth Management
Georgia
$309K – – –
FZCM
3700
Flynn Zito Capital Management
New York
$308K -$80.4K -441 -23%
146 147
148
149 150