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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2926
Horizon Wealth Management
Illinois
$220K +$2.55K +39 +1%
GWM
2927
Greenwich Wealth Management
Connecticut
$220K -$14.4K -220 -6%
DG
2928
DMC Group
Alabama
$220K -$44.2K -677 -16%
CWA
2929
CM Wealth Advisors
Ohio
$220K – – –
NFA
2930
Northwest Financial Advisors
Virginia
$220K +$7.31K +112 +3%
OWCM
2931
One Wealth Capital Management
Arizona
$219K +$230K +3,517 New
WIM
2932
Warwick Investment Management
Texas
$219K -$4.76K -73 -2%
SFC
2933
Strategic Financial Concepts
Texas
$219K +$229K +3,511 New
NWWA
2934
New Wave Wealth Advisors
Arkansas
$218K -$3.92K -60 -2%
HKIMG
2935
Hutchens & Kramer Investment Management Group
Indiana
$218K -$51.7K -792 -18%
BAM
2936
BOS Asset Management
Illinois
$217K +$21.1K +323 +10%
CAM
2937
Concorde Asset Management
Michigan
$217K +$783 +12 +0.3%
PWM
2938
Power Wealth Management
Georgia
$217K -$5.81K -89 -2%
HWM
2939
Hobbs Wealth Management
Indiana
$217K +$227K +3,481 New
NPFS
2940
Novak & Powell Financial Services
Florida
$216K +$1.44K +22 +0.6%
VFPW
2941
Vantage Financial Partners (Wisconsin)
Wisconsin
$216K -$131 -2 -0.1%
OFO
2942
OneAscent Family Office
Alabama
$216K +$226K +3,465 New
RWA
2943
Rooted Wealth Advisors
Illinois
$216K +$231K +3,544 New
MIA
2944
MeadowBrook Investment Advisors
Michigan
$216K – – –
RFS
2945
Richardson Financial Services
Massachusetts
$216K +$4.83K +74 +2%
CE
2946
Cornerstone Enterprises
Wisconsin
$216K -$2.61M -39,911 -92%
AFP
2947
Alpha Financial Partners
Kentucky
$215K +$226K +3,457 New
CCC
2948
Chelsea Counsel Company
California
$215K – – –
SNB
2949
Security National Bank
Nebraska
$215K – – –
NWA
2950
Navis Wealth Advisors
New York
$215K -$7.77K -119 -3%
116 117
118
119 120