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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
2601
Watchman Group
Texas
$310K +$3.83K +56 +1%
WIM
2602
Westside Investment Management
California
$309K – – –
AIM
2603
Athena Investment Management
California
$309K -$3.42K -50 -1%
BWM
2604
Buska Wealth Management
Wisconsin
$309K +$294K +4,298 New
AA
2605
Aufman Associates
Pennsylvania
$308K +$26.6K +389 +10%
KWM
2606
KFG Wealth Management
Indiana
$308K -$72.3K -1,056 -20%
EBT
2607
Enterprise Bank & Trust
Massachusetts
$307K -$1.99K -29 -0.7%
HKIMG
2608
Hutchens & Kramer Investment Management Group
Indiana
$307K +$293K +4,286 New
FSG
2609
Financial Strategies Group
Michigan
$306K -$35.7K -522 -11%
LB
2610
Legacy Bridge
Iowa
$306K – – –
MWM
2611
Mascoma Wealth Management
New Hampshire
$304K – – –
B
2612
Bensler
Washington
$304K -$7.94K -116 -3%
LAM
2613
Lewis Asset Management
California
$304K +$42.3K +617 +17%
GA
2614
GSG Advisors
New Jersey
$303K +$32.1K +469 +12%
SA
2615
SL Advisors
New Jersey
$303K -$7.88K -115 -3%
DG
2616
DMC Group
Alabama
$303K -$1.37K -20 -0.5%
BSSFA
2617
Baron Silver Stevens Financial Advisors
Florida
$302K -$2.19K -32 -0.8%
PFP
2618
Paragon Financial Partners
California
$302K – – –
PWM
2619
Partnership Wealth Management
Maryland
$302K – – –
RFN
2620
Redwood Financial Network
Ohio
$302K -$61.4K -896 -18%
KHCM
2621
Kirtland Hills Capital Management
Ohio
$300K +$616 +9 +0.2%
CFSG
2622
Community Financial Services Group
Vermont
$300K -$49.6K -725 -15%
FIBT
2623
First International Bank & Trust
North Dakota
$300K +$3.42K +50 +1%
TA
2624
TruWealth Advisors
Louisiana
$299K +$3.08K +45 +1%
PIM
2625
Pullen Investment Management
Florida
$299K – – –
103 104
105
106 107