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Name Holding Trade Value Shares
Change 		Change in
Stake
HB
3701
Horizon Bancorp
Indiana
$255K -$22.7K -62 -8%
POIA
3702
Pin Oak Investment Advisors
Texas
$255K – – –
OPWM
3703
Oregon Pacific Wealth Management
Oregon
$255K -$38.1K -104 -12%
FISPB
3704
Fideuram - Intesa Sanpaolo Private Banking
$255K +$271K +740 New
FPCG
3705
Forum Private Client Group
Indiana
$254K – – –
WMN
3706
Wealth Management Nebraska
Nebraska
$254K +$25.3K +69 +10%
PCA
3707
Peddock Capital Advisors
Massachusetts
$254K – – –
SCP
3708
Stevens Capital Partners
Nebraska
$254K +$51.6K +141 +24%
SF
3709
Schaeffer Financial
Maryland
$253K – – –
MAM
3710
MMA Asset Management
Pennsylvania
$253K -$13.6K -37 -5%
IF
3711
IRON Financial
Illinois
$253K -$4.39K -12 -2%
SWM
3712
Seed Wealth Management
Illinois
$252K -$102K -279 -28%
PWM
3713
Parkway Wealth Management
Texas
$252K +$268K +732 New
UFA
3714
Unify Financial Advisors
Florida
$252K +$268K +731 New
ACM
3715
Advance Capital Management
Michigan
$251K -$18.7K -51 -7%
DWS
3716
Discipline Wealth Solutions
South Carolina
$251K +$33K +90 +14%
REMPR
3717
Roof Eidam Maycock Peralta (REMP)
California
$251K -$8.42K -23 -3%
AWMM
3718
Aegis Wealth Management (Maryland)
Maryland
$251K +$21.6K +59 +9%
BLWM
3719
Bucket List Wealth Management
Florida
$251K +$266K +727 New
FFC
3720
Frederick Financial Consultants
Maryland
$250K +$12.1K +33 +5%
AP
3721
Advisortrust Partners
North Carolina
$250K +$266K +726 New
MWM
3722
Maripau Wealth Management
Indiana
$250K +$26.4K +72 +11%
EP
3723
E6 Portfolios
Utah
$249K +$265K +724 New
VCP
3724
Vista Capital Partners
Oregon
$249K -$47.2K -129 -15%
LIWM
3725
Long Island Wealth Management
New York
$249K – – –
147 148
149
150 151