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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
2051
Souders Financial Advisors
Ohio
$1.2M +$67.5K +436 +6%
SWA
2052
SFMG Wealth Advisors
Texas
$1.2M +$94.6K +611 +9%
TCWM
2053
Total Clarity Wealth Management
Illinois
$1.2M +$776K +5,008 +185%
SWGC
2054
Summit Wealth Group (Colorado)
Colorado
$1.2M +$658K +4,250 +149%
SACTSONJ
2055
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.2M -$666K -4,300 -36%
PJSIMP
2056
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.19M -$310 -2 -0%
VRM
2057
Vectors Research Management
New York
$1.19M -$32.8K -212 -3%
NIM
2058
Nexus Investment Management
Ontario, Canada
$1.19M +$10.1K +65 +0.9%
PIFP
2059
Partners in Financial Planning
Virginia
$1.19M +$853K +5,508 +259%
FCT
2060
First Community Trust
Iowa
$1.19M +$4.18K +27 +0.4%
AEPWM
2061
Atlantic Edge Private Wealth Management
Florida
$1.18M -$88.9K -574 -7%
DAC
2062
Dividend Assets Capital
South Carolina
$1.18M +$10.7K +69 +0.9%
SA
2063
Sovran Advisors
California
$1.18M +$27.6K +178 +2%
RSC
2064
Red Spruce Capital
Pennsylvania
$1.18M -$13.5K -87 -1%
ICM
2065
Islay Capital Management
Texas
$1.18M +$316K +2,043 +37%
WDG
2066
Wealth Dimensions Group
Ohio
$1.18M -$21.2K -137 -2%
MW
2067
Maia Wealth
Colorado
$1.18M +$258K +1,666 +28%
AIM
2068
Advyzon Investment Management
Illinois
$1.17M +$443K +2,862 +61%
ASBI
2069
American State Bank (Iowa)
Iowa
$1.17M -$16.6K -107 -1%
FWA
2070
Flagship Wealth Advisors
Massachusetts
$1.17M +$32.7K +211 +3%
CCM
2071
Chickasaw Capital Management
Tennessee
$1.17M – – –
HCM
2072
Hollencrest Capital Management
California
$1.16M -$21.8K -141 -2%
HBT
2073
Heartland Bank & Trust
Illinois
$1.16M +$56.5K +365 +5%
SPF
2074
South Plains Financial
Texas
$1.16M +$15.3K +99 +1%
CAMV
2075
Concord Asset Management (Virginia)
Virginia
$1.16M -$281K -1,812 -20%
81 82
83
84 85