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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1276
Carter Financial Group
Illinois
$123K +$141K +10,690 New
AFG
1277
Allegheny Financial Group
Pennsylvania
$123K +$4.17K +317 +3%
PMG
1278
ProVise Management Group
Florida
$123K +$3.13K +238 +2%
TCG
1279
Transcendent Capital Group
Oklahoma
$123K -$11.7K -889 -8%
PWM
1280
Parkway Wealth Management
Texas
$122K – – –
IWN
1281
Independent Wealth Network
Iowa
$122K +$4.81K +365 +4%
DSC
1282
Daytona Street Capital
Missouri
$122K -$30.6K -2,325 -18%
OHIS
1283
Oak Harvest Investment Services
Texas
$122K +$139K +10,555 New
UCI
1284
Uncommon Cents Investing
Wisconsin
$121K – – –
AF
1285
Arrow Financial
New York
$121K -$3.67K -279 -3%
CD
1286
Chapin Davis
Maryland
$121K -$34.9K -2,650 -20%
VAG
1287
VisionPoint Advisory Group
Texas
$120K +$137K +10,439 New
LSIA
1288
LaSalle St. Investment Advisors
Illinois
$119K +$135K +10,287 New
KA
1289
Klingman & Associates
New York
$118K +$3.1K +235 +2%
YIM
1290
Yoffe Investment Management
Pennsylvania
$118K – – –
PRTG
1291
Post Resch Tallon Group
New York
$118K -$3.95K -300 -3%
SFG
1292
Strive Financial Group
Indiana
$118K -$237 -18 -0.2%
JCIA
1293
Jackson Creek Investment Advisors
Colorado
$118K +$134K +10,198 New
JWM
1294
JDH Wealth Management
California
$118K -$211 -16 -0.2%
MC
1295
Miramar Capital
Illinois
$118K – – –
QL
1296
Quarry LP
New York
$118K +$51.7K +3,926 +62%
BI
1297
Bolthouse Investments
California
$118K – – –
ML
1298
Mayport LLC
Massachusetts
$117K -$2.42K -184 -2%
ACA
1299
Aspire Capital Advisors
Washington
$117K +$382 +29 +0.3%
TA
1300
TruWealth Advisors
Louisiana
$117K – – –
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