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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2576
Clarity Asset Management
Iowa
$185K +$150K +3,681 New
BC
2577
Barrett & Company
Rhode Island
$184K +$8.53K +210 +6%
MSG
2578
Main Street Group
Virginia
$182K +$147K +3,623 New
JEST
2579
JTC Employer Solutions Trustee
Jersey
$182K – – –
CWM
2580
Cedar Wealth Management
California
$181K – – –
HGERS
2581
Householder Group Estate & Retirement Specialist
Arizona
$181K -$86K -2,117 -37%
HB
2582
Horizon Bancorp
Indiana
$179K – – –
BCP
2583
Blue Chip Partners
Michigan
$178K +$325 +8 +0.2%
SAG
2584
Spotlight Asset Group
Illinois
$177K – – –
MSFP
2585
Mark Sheptoff Financial Planning
Connecticut
$176K – – –
CBT
2586
CoreFirst Bank & Trust
Kansas
$173K -$83K -2,043 -37%
NF
2587
Norwood Financial
Pennsylvania
$171K -$3.05K -75 -2%
CAC
2588
Core Alternative Capital
Georgia
$171K -$12.8K -314 -8%
FMP
2589
Financial Management Professionals
Texas
$170K -$28.3K -696 -17%
A
2590
AJOVista
Massachusetts
$165K +$134K +3,291 New
RA
2591
Rational Advisors
New York
$164K -$188K -4,629 -59%
SNB
2592
Security National Bank
Nebraska
$163K +$132K +3,250 New
CWM
2593
Cranbrook Wealth Management
Michigan
$162K – – –
RDFA
2594
Ritter Daniher Financial Advisory
Ohio
$162K – – –
BIA
2595
Bell Investment Advisors
California
$161K -$66.8K -1,645 -34%
CCMI
2596
Creative Capital Management Investments
California
$158K – – –
M
2597
MOTCO
Texas
$157K -$29.7K -730 -19%
AFG
2598
Albion Financial Group
Utah
$154K – – –
LFA
2599
Livelsberger Financial Advisory
Ohio
$153K +$124K +3,052 New
NMM
2600
Naples Money Management
Florida
$152K +$123K +3,030 New
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