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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
2301
Watchman Group
Texas
$679K – – –
BFWA
2302
Benchmark Financial Wealth Advisors
Florida
$679K +$9.15K +31 +1%
FIM
2303
Fernwood Investment Management
Massachusetts
$679K +$14.8K +50 +2%
PSP
2304
Principal Street Partners
Tennessee
$676K +$106K +359 +17%
SAF
2305
Smith Anglin Financial
Texas
$675K +$2.36K +8 +0.3%
GCA
2306
Gradient Capital Advisors
California
$674K +$8.27K +28 +1%
OIM
2307
Oder Investment Management
California
$674K +$28.3K +96 +4%
APW
2308
Acima Private Wealth
Virginia
$673K – – –
GFP
2309
Gryphon Financial Partners
Ohio
$673K +$27.5K +93 +4%
FI
2310
Financial Insights
Washington
$673K +$720K +2,438 New
CAGAS
2311
Capital Advisory Group Advisory Services
Minnesota
$671K -$26.6K -90 -4%
WA1
2312
Wimmer Associates 1
California
$670K +$7.38K +25 +1%
FAM
2313
Flaharty Asset Management
Florida
$669K -$50.5K -171 -7%
CIA
2314
Cladis Investment Advisory
Montana
$669K +$22.4K +76 +3%
SNB
2315
Security National Bank
Nebraska
$667K -$44.3K -150 -6%
TWI
2316
Thomas White International
Illinois
$667K – – –
RCWM
2317
Royal Capital Wealth Management
Indiana
$667K +$39.6K +134 +6%
DSAM
2318
Dock Street Asset Management
Florida
$664K – – –
CFA
2319
Capstone Financial Advisors
Illinois
$664K +$95.9K +325 +16%
PG
2320
Prostatis Group
Maryland
$662K -$2.66K -9 -0.4%
WDL
2321
Well Done LLC
Michigan
$661K -$9.74K -33 -1%
WP
2322
Wealthspan Partners
Iowa
$661K +$413K +1,400 +141%
CWA
2323
Canvas Wealth Advisors
Kansas
$660K -$314K -1,064 -32%
MA
2324
MBA Advisors
Pennsylvania
$659K – – –
EIG
2325
Ellenbecker Investment Group
Wisconsin
$659K +$20.7K +70 +3%
91 92
93
94 95