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Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
3651
Forum Private Client Group
Indiana
$258K -$1.95K -6 -0.8%
MWA
3652
Mills Wealth Advisors
Texas
$258K -$5.21K -16 -2%
SFG
3653
Somnio Financial Group
Connecticut
$258K – – –
HNWA
3654
Henrickson Nauta Wealth Advisors
Michigan
$258K +$237K +730 New
IF
3655
IRON Financial
Illinois
$257K -$24.4K -75 -9%
CF
3656
Clarity Financial
Texas
$257K +$7.81K +24 +3%
RDFA
3657
Ritter Daniher Financial Advisory
Ohio
$257K -$33.5K -103 -12%
HAG
3658
HF Advisory Group
Maryland
$256K +$20.2K +62 +9%
CWP
3659
Curated Wealth Partners
California
$256K +$236K +726 New
FBT
3660
First Bank & Trust
South Dakota
$256K +$236K +726 New
AMBIA
3661
Allen Mooney & Barnes Investment Advisors
Georgia
$256K -$25.4K -78 -10%
MGI
3662
Miller Global Investments
Texas
$256K +$88.5K +272 +60%
OIS
3663
OneAscent Investment Solutions
Alabama
$255K +$235K +723 New
BFW
3664
Brady Family Wealth
Missouri
$255K -$3.58K -11 -2%
SFSG
3665
Sound Financial Strategies Group
Mississippi
$255K – – –
BFA
3666
Bridgelight Financial Advisors
Connecticut
$254K -$70.9K -218 -23%
LD
3667
Lipe & Dalton
New York
$254K – – –
WTFG
3668
Wood Tarver Financial Group
Idaho
$254K +$1.63K +5 +0.7%
AIC
3669
Argus Investors Counsel
New York
$254K – – –
LFP
3670
Leeward Financial Partners
Washington
$254K – – –
PB
3671
Prosperity Bancshares
Texas
$254K -$65.4K -201 -22%
SA
3672
Stewardship Advisors
Pennsylvania
$254K -$15.3K -47 -6%
TCOK
3673
Trust Company of Kansas
Kansas
$253K -$69.9K -215 -23%
SIM
3674
Samara Investment Management
Oregon
$252K -$568K -1,746 -71%
PP
3675
Postrock Partners
Oregon
$251K – – –
145 146
147
148 149