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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2376
Pure Financial Advisors
California
$666K +$114K +220 +21%
SGCA
2377
Steel Grove Capital Advisors
Tennessee
$665K -$156K -302 -19%
DWM
2378
Dogwood Wealth Management
Kansas
$665K +$152K +293 +30%
OC
2379
Oarsman Capital
Wisconsin
$665K +$40.9K +79 +7%
KWM
2380
KFG Wealth Management
Indiana
$659K +$27.4K +53 +4%
FWP
2381
Firethorn Wealth Partners
Georgia
$659K -$21.2K -41 -3%
LG
2382
LaFleur & Godfrey
Michigan
$658K – – –
UAML
2383
US Asset Management LLC
Pennsylvania
$655K -$36.8K -71 -5%
TWM
2384
Trueblood Wealth Management
Ohio
$655K -$5.7K -11 -0.9%
PL
2385
Parthenon LLC
Kentucky
$655K – – –
HP
2386
Haven Private
Florida
$654K +$643K +1,242 New
NFG
2387
Nadler Financial Group
Illinois
$654K +$302K +584 +89%
MMPW
2388
Mitchell McLeod Pugh & Williams
Alabama
$653K -$259K -500 -29%
HB
2389
HTLF Bank
Colorado
$653K – – –
EB
2390
Exchange Bank
California
$652K +$20.2K +39 +3%
SCM
2391
Stevens Capital Management
Pennsylvania
$652K -$1.38M -2,658 -68%
VCM
2392
Versant Capital Management
Arizona
$652K +$178K +343 +38%
CPM
2393
Connective Portfolio Management
New York
$650K – – –
VCP
2394
Verus Capital Partners
Arizona
$649K +$23.3K +45 +4%
TCM
2395
Tanaka Capital Management
New York
$647K – – –
LCG
2396
Lakeshore Capital Group
Illinois
$647K +$636K +1,228 New
SFS
2397
Symphony Financial Services
Ohio
$645K -$17.6K -34 -3%
GPA
2398
Guerra Pan Advisors
New Jersey
$645K – – –
SWM
2399
Sterling Wealth Management
Illinois
$645K -$18.1K -35 -3%
CWA
2400
CM Wealth Advisors
Ohio
$645K – – –
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