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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
3701
Paragon Capital Management (Colorado)
Colorado
$257K -$31.1K -85 -10%
CFWMA
3702
Center for Wealth Management Advisory
Ohio
$257K +$273K +746 New
VI
3703
VanderPol Investments
Michigan
$256K -$13.2K -36 -5%
MSWMA
3704
Market Street Wealth Management Advisors
Indiana
$256K -$17.2K -47 -6%
SO
3705
Sierra Ocean
California
$256K -$30.8K -84 -10%
MWM
3706
Mascoma Wealth Management
New Hampshire
$256K -$59.3K -162 -18%
PFO
3707
PMG Family Office
Texas
$256K – – –
HB
3708
Horizon Bancorp
Indiana
$255K -$22.7K -62 -8%
POIA
3709
Pin Oak Investment Advisors
Texas
$255K – – –
OPWM
3710
Oregon Pacific Wealth Management
Oregon
$255K -$38.1K -104 -12%
FISPB
3711
Fideuram - Intesa Sanpaolo Private Banking
$255K +$271K +740 New
FPCG
3712
Forum Private Client Group
Indiana
$254K – – –
WMN
3713
Wealth Management Nebraska
Nebraska
$254K +$25.3K +69 +10%
PCA
3714
Peddock Capital Advisors
Massachusetts
$254K – – –
SCP
3715
Stevens Capital Partners
Nebraska
$254K +$51.6K +141 +24%
SF
3716
Schaeffer Financial
Maryland
$253K – – –
MAM
3717
MMA Asset Management
Pennsylvania
$253K -$13.6K -37 -5%
IF
3718
IRON Financial
Illinois
$253K -$4.39K -12 -2%
SWM
3719
Seed Wealth Management
Illinois
$252K -$102K -279 -28%
PWM
3720
Parkway Wealth Management
Texas
$252K +$268K +732 New
UFA
3721
Unify Financial Advisors
Florida
$252K +$268K +731 New
ACM
3722
Advance Capital Management
Michigan
$251K -$18.7K -51 -7%
DWS
3723
Discipline Wealth Solutions
South Carolina
$251K +$33K +90 +14%
REMPR
3724
Roof Eidam Maycock Peralta (REMP)
California
$251K -$8.42K -23 -3%
AWMM
3725
Aegis Wealth Management (Maryland)
Maryland
$251K +$21.6K +59 +9%
147 148
149
150 151