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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2801
Steinberganna Wealth Management
New York
$721K +$700K +1,779 New
CIC
2802
Cornercap Investment Counsel
Georgia
$720K -$11.8K -30 -2%
CFO
2803
Collective Family Office
Pennsylvania
$720K -$37.7K -96 -5%
FP
2804
Financial Perspectives
Minnesota
$720K +$393 +1 +0.1%
SWG
2805
Summit Wealth Group
Vermont
$719K -$12.2K -31 -2%
SIC
2806
SJS Investment Consulting
Ohio
$719K +$191K +487 +38%
HFS
2807
Howard Financial Services
Texas
$719K +$31.5K +80 +5%
RWP
2808
Ridgecrest Wealth Partners
California
$718K +$19.7K +50 +3%
PR
2809
Payden & Rygel
California
$717K – – –
CL
2810
CLG LLC
California
$717K +$24K +61 +4%
SWP
2811
Summit Wealth Partners
Florida
$716K – – –
APWA
2812
Atlas Private Wealth Advisors
New Jersey
$715K -$976K -2,482 -58%
SWIM
2813
Smallwood Wealth Investment Management
New Jersey
$714K -$4.72K -12 -0.7%
PC
2814
Promus Capital
Illinois
$714K +$15.7K +40 +2%
TI
2815
Truepoint Inc
Ohio
$714K -$7.08K -18 -1%
SRC
2816
Sage Rhino Capital
California
$713K +$393 +1 +0.1%
MKW
2817
Mullaney, Keating & Wright
Connecticut
$712K -$5.9K -15 -0.8%
OC
2818
Optima Capital
Oregon
$712K +$3.54K +9 +0.5%
ACM
2819
Aurdan Capital Management
Pennsylvania
$712K – – –
CCC
2820
Compass Capital Corp
Massachusetts
$711K -$209K -531 -22%
PFA
2821
Providence Financial Advisors
Kansas
$711K +$690K +1,755 New
FB
2822
Finward Bancorp
Indiana
$711K -$76.7K -195 -10%
CCM
2823
Campbell Capital Management
Florida
$710K – – –
LFP
2824
Lakeshore Financial Planning
Michigan
$710K +$43.3K +110 +7%
WFA
2825
WMG Financial Advisors
Tennessee
$710K -$97.5K -248 -12%
111 112
113
114 115