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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2401
Modern Wealth Management
Kansas
$459K +$51K +112 +12%
LF
2402
Lantz Financial
Illinois
$457K -$13.2K -29 -3%
SWA
2403
Sax Wealth Advisors
New Jersey
$457K +$472K +1,037 New
RFN
2404
Redwood Financial Network
Ohio
$457K – – –
AFA
2405
American Financial Advisors
Georgia
$455K – – –
C
2406
CEDRUS
Colorado
$453K -$21.9K -48 -4%
GAM
2407
Grandview Asset Management
Pennsylvania
$453K -$18.7K -41 -4%
NPF
2408
Norris Perne & French
Michigan
$452K +$30.1K +66 +7%
SAG
2409
Spotlight Asset Group
Illinois
$451K – – –
FCMC
2410
Founders Capital Management (Connecticut)
Connecticut
$451K – – –
DAL
2411
Delta Accumulation LLC
California
$450K +$456 +1 +0.1%
RA
2412
Rise Advisors
New York
$450K +$456 +1 +0.1%
HB
2413
Horizon Bancorp
Indiana
$449K +$41.9K +92 +10%
JFG
2414
JMG Financial Group
Illinois
$449K -$127K -279 -22%
BCG
2415
Breakwater Capital Group
New Jersey
$448K +$6.38K +14 +1%
GAM
2416
Gemmer Asset Management
California
$448K -$15.9K -35 -3%
EFG
2417
Embree Financial Group
Illinois
$448K -$10.9K -24 -2%
DW
2418
Durante & Waters
New York
$446K +$5.47K +12 +1%
CIS
2419
Continental Investors Services
Washington
$446K +$911 +2 +0.2%
AHL
2420
Abel Hall LLC
Louisiana
$446K +$32.3K +71 +8%
RFG
2421
Range Financial Group
Oregon
$446K +$36.9K +81 +9%
BBW
2422
Blue Barn Wealth
Utah
$445K +$22.3K +49 +5%
BAAM
2423
Baker Avenue Asset Management
California
$443K -$109K -239 -19%
ACP
2424
Aveo Capital Partners
Colorado
$442K -$347K -761 -43%
HVIA
2425
Hudson Valley Investment Advisors
New York
$441K -$17.3K -38 -4%
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97
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