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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2351
Atala Financial
California
$732K – – –
HB
2352
Horizon Bancorp
Indiana
$731K +$249K +434 +51%
HHRDM
2353
H&H Retirement Design & Management
Nevada
$729K +$9.76K +17 +1%
MF
2354
Montis Financial
Massachusetts
$729K -$83.8K -146 -10%
FPWM
2355
FSB Premier Wealth Management
Iowa
$729K -$148K -258 -17%
PPW
2356
Parcion Private Wealth
Washington
$728K +$200K +348 +37%
FSC
2357
Full Sail Capital
Oklahoma
$728K +$11.5K +20 +2%
WSWA
2358
Warren Street Wealth Advisors
California
$728K +$27K +47 +4%
RP
2359
Riverwater Partners
Wisconsin
$728K +$110K +191 +18%
TCB
2360
Texas Capital Bancshares
Texas
$726K -$379K -660 -34%
NAMNJ
2361
NorthStar Asset Management (New Jersey)
New Jersey
$724K +$22.4K +39 +3%
EL
2362
Essex LLC
Illinois
$723K -$327K -569 -31%
MCWA
2363
Meadow Creek Wealth Advisors
Georgia
$722K +$6.89K +12 +0.9%
SFWA
2364
Summit Financial Wealth Advisors
Louisiana
$722K +$83.3K +145 +13%
DI
2365
Diligent Investors
California
$720K -$14.4K -25 -2%
MPW
2366
MASECO Private Wealth
$718K +$137K +238 +23%
HP
2367
Haven Private
Florida
$716K -$248K -432 -26%
CCA
2368
Coign Capital Advisors
Utah
$716K -$21.8K -38 -3%
TWM
2369
Tradition Wealth Management
Minnesota
$715K +$1.15K +2 +0.2%
CD
2370
Chapin Davis
Maryland
$715K +$60.3K +105 +9%
PCP
2371
Perbak Capital Partners
United Kingdom
$715K -$241K -419 -25%
ACP
2372
Argyle Capital Partners
California
$712K +$2.87K +5 +0.4%
KFGK
2373
Keystone Financial Group (Kentucky)
Kentucky
$710K +$4.59K +8 +0.6%
GL
2374
Gerber LLC
Ohio
$710K +$41.9K +73 +6%
CPM
2375
Connective Portfolio Management
New York
$709K – – –
93 94
95
96 97