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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2176
Clarity Financial
Texas
$885K +$42.4K +285 +5%
FC
2177
Forte Capital
New York
$885K -$24.4K -164 -3%
GWAM
2178
Guardian Wealth Advisors (Minnesota)
Minnesota
$884K +$29.8K +200 +3%
WDG
2179
Wealth Dimensions Group
Ohio
$883K +$104K +702 +13%
SWM
2180
Salvus Wealth Management
New Jersey
$881K +$18K +121 +2%
MHR
2181
Matthew Hamilton Rosenberg
$878K +$8.78K +59 +1%
MFG
2182
Mainsail Financial Group
Washington
$877K +$176K +1,183 +25%
LFA
2183
LGT Financial Advisors
Texas
$876K -$28.4K -191 -3%
OC
2184
Oarsman Capital
Wisconsin
$874K -$50.6K -340 -5%
RIM
2185
RW Investment Management
Idaho
$874K -$106K -710 -11%
CIA
2186
Compass Ion Advisors
Pennsylvania
$874K +$25.9K +174 +3%
PMG
2187
Private Management Group
California
$872K -$2.83K -19 -0.3%
PWM
2188
Partnership Wealth Management
Maryland
$869K – – –
ERWM
2189
Elk River Wealth Management
Colorado
$868K +$3.72K +25 +0.4%
LWMM
2190
Legacy Wealth Management (Mississippi)
Mississippi
$867K – – –
6F
2191
626 Financial
Michigan
$867K +$1.79K +12 +0.2%
HBT
2192
Heartland Bank & Trust
Illinois
$867K -$11.9K -80 -1%
PFT
2193
Providence First Trust
Arizona
$866K +$7.44K +50 +0.9%
IA
2194
IAM Advisory
Pennsylvania
$865K +$2.53K +17 +0.3%
KPPF
2195
Klein Pavlis & Peasley Financial
California
$864K -$1.79K -12 -0.2%
WW
2196
Waterfront Wealth
Kansas
$862K +$22.2K +149 +3%
CV
2197
Counterweight Ventures
North Carolina
$861K -$1.59M -10,651 -65%
ICP
2198
Interchange Capital Partners
Pennsylvania
$861K -$73.7K -495 -8%
MCM
2199
Mainstream Capital Management
California
$859K +$868K +5,832 New
CCA
2200
Cadent Capital Advisors
Oklahoma
$858K -$204K -1,371 -19%
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88
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