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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
926
Wayfinding Financial
Washington
$214K -$30.4K -2,855 -12%
RWA
927
Rooted Wealth Advisors
Illinois
$214K +$234K +21,917 New
FA
928
FSA Advisors
Michigan
$214K -$158K -14,836 -41%
WAM
929
Walker Asset Management
Missouri
$214K +$53.6K +5,024 +30%
PA
930
PFG Advisors
Arizona
$213K +$7.58K +711 +3%
MFG
931
MidWestOne Financial Group
Iowa
$213K -$68.5K -6,420 -23%
SFC
932
Strategic Financial Concepts
Texas
$213K +$229K +21,504 New
CPBTD
933
Central Pacific Bank - Trust Division
Hawaii
$213K +$192K +18,025 +523%
SWP
934
Sagespring Wealth Partners
Tennessee
$212K +$228K +21,422 New
RFC
935
Regions Financial Corp
Alabama
$212K -$352 -33 -0.2%
LA
936
Latitude Advisors
Florida
$211K +$36.2K +3,394 +19%
TWP
937
Total Wealth Planning
Ohio
$211K +$3.01K +282 +1%
SA
938
Sovran Advisors
California
$210K +$229K +21,513 New
HA
939
Huntleigh Advisors
Missouri
$210K +$227K +21,241 New
BFAG
940
Blackston Financial Advisory Group
Florida
$210K +$2.26K +212 +1%
SAF
941
Smith Anglin Financial
Texas
$209K -$39.4K -3,692 -15%
HCMT
942
Highland Capital Management (Tennessee)
Tennessee
$209K -$3.37K -316 -1%
CIC
943
Carnegie Investment Counsel
Ohio
$209K +$8.66K +812 +4%
PPWP
944
Premier Path Wealth Partners
New Jersey
$208K -$26.7K -2,505 -11%
CIP
945
Capital Insight Partners
Arizona
$208K -$64 -6 -0%
NRI
946
NFP Retirement Inc
California
$207K +$2.88K +270 +1%
BTI
947
Blue Trust Inc
Georgia
$206K -$132K -12,345 -37%
FIM
948
Fruth Investment Management
Texas
$206K -$5.33K -500 -2%
WAS
949
Wealth Advisory Solutions
Indiana
$206K -$19.8K -1,861 -8%
LWCFA
950
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K -$10.7K -1,000 -5%
36 37
38
39 40