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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2576
VSM Wealth Advisory
Maryland
$199K – – –
CP
2577
Canopy Partners
Ohio
$199K -$4.59K -45 -2%
CCC
2578
Chelsea Counsel Company
California
$199K -$56.1K -550 -21%
SA
2579
SRH Advisors
Kansas
$199K +$188K +1,848 +860%
HB
2580
Horizon Bancorp
Indiana
$198K -$6.53K -64 -3%
PWMG
2581
Private Wealth Management Group
New Jersey
$197K +$61.7K +605 +42%
SGFG
2582
Silver Grove Financial Group
New York
$196K +$165K +1,621 +394%
APW
2583
Aventura Private Wealth
Florida
$195K +$25K +245 +14%
CSB
2584
City State Bank
Iowa
$195K -$10.2K -100 -5%
DSC
2585
Duncker Streett & Co
Missouri
$186K -$163K -1,597 -45%
PWMG
2586
Prestige Wealth Management Group
New Jersey
$184K – – –
MSFP
2587
Mark Sheptoff Financial Planning
Connecticut
$181K – – –
JFGIW
2588
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$181K -$22K -216 -10%
MMCM
2589
Murphy & Mullick Capital Management
New York
$179K -$26.5K -260 -12%
ABC
2590
Anchor Bay Capital
California
$179K +$177K +1,732 New
GCP
2591
Gill Capital Partners
Colorado
$178K -$16.4K -161 -8%
SR
2592
Summer Road
Florida
$177K – – –
RF
2593
Rossby Financial
Florida
$171K -$46K -451 -20%
CPG
2594
Cornerstone Planning Group
New Jersey
$170K -$29.3K -287 -14%
BWA
2595
Basecamp Wealth Advisors
Washington
$170K -$22.3K -219 -11%
FNWA
2596
Financial Network Wealth Advisors
Utah
$167K -$4.69K -46 -3%
CB
2597
CNB Bank
Pennsylvania
$163K -$2.65K -26 -2%
SIS
2598
Strategic Investment Solutions
Illinois
$163K -$204K -2,000 -54%
AWM
2599
Activest Wealth Management
Florida
$161K -$131K -1,287 -44%
DIP
2600
DT Investment Partners
Pennsylvania
$159K – – –
102 103
104
105 106