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Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
2751
City State Bank
Iowa
$262K -$13.4K -128 -6%
SGI
2752
Summit Global Investments
Utah
$262K +$224K +2,143 New
PTC
2753
Philadelphia Trust Company
Pennsylvania
$261K +$223K +2,137 New
KWM
2754
Kaydan Wealth Management
Michigan
$261K -$15.4K -147 -6%
CS
2755
Crescent Sterling
Louisiana
$261K -$194K -1,854 -47%
PPC
2756
Park Place Capital
Alabama
$260K +$3.76K +36 +2%
HFP
2757
Holistic Financial Partners
Indiana
$260K +$222K +2,127 New
MFA
2758
Morling Financial Advisors
California
$260K +$222K +2,121 New
PSIWM
2759
Paradigm Strategies in Wealth Management
Minnesota
$259K +$222K +2,121 New
AAP
2760
Arax Advisory Partners
Colorado
$259K +$5.22K +50 +2%
1WM
2761
1900 Wealth Management
Texas
$259K -$39.7K -380 -15%
OCM
2762
Objective Capital Management
Ohio
$258K +$220K +2,107 New
MA
2763
MBA Advisors
Pennsylvania
$258K -$72.4K -693 -25%
CWA
2764
CJM Wealth Advisers
Virginia
$257K +$219K +2,101 New
BCMLT
2765
Beacon Capital Management LLC (Tennessee)
Tennessee
$257K +$24.3K +233 +12%
PMIA
2766
Patrick Mauro Investment Advisor
Illinois
$257K +$219K +2,100 New
KIG
2767
Kowal Investment Group
Wisconsin
$257K +$219K +2,099 New
HC
2768
Hamilton Capital
Ohio
$256K +$219K +2,096 New
BFA
2769
Benedict Financial Advisors
Georgia
$256K +$219K +2,096 New
SCM
2770
Steele Capital Management
Iowa
$256K +$219K +2,094 New
FA
2771
Financial Advisors
Massachusetts
$255K -$37.1K -355 -15%
EMAM
2772
Encompass More Asset Management
California
$255K +$217K +2,080 New
BBWP
2773
Beacon Bridge Wealth Partners
Pennsylvania
$254K +$217K +2,075 New
SOW
2774
State of Wyoming
Wyoming
$254K +$105K +1,010 +95%
EWM
2775
Executive Wealth Management
Michigan
$254K +$218K +2,089 New
109 110
111
112 113