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Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
2701
Okabena Investment Services
Minnesota
$44K – – –
RAM
2702
Riggs Asset Management
Pennsylvania
$44K – – –
SSC
2703
Syverson Strege & Co
Iowa
$44K – – –
FCG
2704
Financial Connections Group
California
$41K – – –
AIM
2705
Arcadia Investment Management
Michigan
$40K – – –
SAM
2706
Strategic Asset Management
Minnesota
$40K +$190 +3 +0.5%
APW
2707
Axim Planning & Wealth
Ohio
$40K +$39.9K +629 New
WWP
2708
WR Wealth Planners
Missouri
$38.1K +$15.2K +239 +65%
SFG
2709
Steward Financial Group
Texas
$38K -$3.8K -60 -9%
BHWM
2710
Beaird Harris Wealth Management
Texas
$37K -$96.7K -1,525 -72%
RG
2711
Retirement Group
California
$34K -$3.42K -54 -9%
CAM
2712
Costello Asset Management
Pennsylvania
$34K – – –
HWM
2713
Horizons Wealth Management
North Carolina
$34K +$33.3K +525 New
LFASL
2714
Lugano Financial Advisors SA (LFA)
Switzerland
$34K +$34.9K +550 New
KFP
2715
KB Financial Partners
New Jersey
$33K -$449K -7,088 -93%
BA
2716
Bellwether Advisors
Nebraska
$33K -$6.15K -97 -16%
HS
2717
Horan Securities
United States
$33K – – –
PG
2718
Proffitt & Goodson
Tennessee
$30K – – –
WAM
2719
WFA Asset Management
Wisconsin
$29.6K +$190 +3 +0.6%
AW
2720
Avion Wealth
Texas
$28K +$2.22K +35 +8%
JWBC
2721
John W. Brooker & Co
California
$26K – – –
DWA
2722
Dougherty Wealth Advisers
Minnesota
$25K – – –
KC
2723
Kenfarb & Co
Kentucky
$25K – – –
HFA
2724
HC Financial Advisors
California
$24K -$34.9K -550 -59%
RDIA
2725
RE Dickinson Investment Advisors
Iowa
$24K +$3.23K +51 +16%
107 108
109
110 111