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Name Holding Trade Value Shares
Change 		Change in
Stake
5NPW
2476
55 North Private Wealth
Florida
$723K +$708K +1,266 New
CAM
2477
Cidel Asset Management
Ontario, Canada
$723K -$14K -25 -2%
PFT
2478
Providence First Trust
Arizona
$722K -$1.87M -3,347 -73%
TWA
2479
Tulsa Wealth Advisors
Oklahoma
$722K +$707K +1,264 New
TSWM
2480
Triangle Securities Wealth Management
North Carolina
$720K -$50.3K -90 -7%
EL
2481
Essex LLC
Illinois
$720K -$6.15K -11 -0.9%
LF
2482
LifeSteps Financial
California
$717K +$6.71K +12 +1%
FFC
2483
Frederick Financial Consultants
Maryland
$717K +$34.1K +61 +5%
TFA
2484
Tobias Financial Advisors
Florida
$716K +$98.9K +177 +16%
HB
2485
Horizon Bancorp
Indiana
$716K -$17.3K -31 -2%
TA
2486
TruWealth Advisors
Louisiana
$713K -$69.9K -125 -9%
GL
2487
Gerber LLC
Ohio
$712K – – –
AAM
2488
Aureus Asset Management
Massachusetts
$711K – – –
PL
2489
Parthenon LLC
Kentucky
$710K – – –
PCM
2490
Passive Capital Management
Maryland
$708K – – –
BAM
2491
Berkshire Asset Management
Pennsylvania
$705K -$38.6K -69 -5%
CPM
2492
Connective Portfolio Management
New York
$705K – – –
NWA
2493
New World Advisors
Massachusetts
$704K +$16.2K +29 +2%
GHA
2494
GW Henssler & Associates
Georgia
$701K -$2.24K -4 -0.3%
RWA
2495
Redhawk Wealth Advisors
Minnesota
$701K -$93.9K -168 -12%
UAML
2496
US Asset Management LLC
Pennsylvania
$700K -$6.71K -12 -1%
ATS
2497
Ashton Thomas Securities
New York
$700K -$50.3K -90 -7%
GWAG
2498
Garrett Wealth Advisory Group
Texas
$698K +$33.5K +60 +5%
CA
2499
Claro Advisors
Massachusetts
$697K +$36.3K +65 +6%
EB
2500
Exchange Bank
California
$697K +$15.1K +27 +2%
98 99
100
101 102