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Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
2476
Wharton Business Group
Pennsylvania
$571K – – –
WF
2477
WoodTrust Financial
Wisconsin
$571K +$38.5K +154 +6%
AFG
2478
Albion Financial Group
Utah
$571K +$52K +208 +9%
ARC
2479
Advisor Resource Council
Texas
$569K -$4.06M -16,242 -86%
PPW
2480
Parcion Private Wealth
Washington
$568K -$190K -759 -25%
BCFD
2481
Boit C.F. David
$567K -$25K -100 -4%
V
2482
VeraBank
Texas
$566K -$130K -520 -17%
FWM
2483
Forefront Wealth Management
Pennsylvania
$566K +$42.7K +171 +7%
AG
2484
Appleton Group
Wisconsin
$566K +$115K +460 +22%
AWA
2485
Alta Wealth Advisors
Massachusetts
$566K +$131K +523 +26%
AC
2486
ASB Consultores
Florida
$565K +$23.5K +94 +4%
SP
2487
Successful Portfolios
Florida
$564K +$10.7K +43 +2%
CA
2488
Carson Advisory
Georgia
$564K +$57.5K +230 +10%
GWM
2489
GSB Wealth Management
Connecticut
$563K +$140K +561 +28%
LSA
2490
Lion Street Advisors
Texas
$562K -$12.5K -50 -2%
WCA
2491
Waypoint Capital Advisors
Minnesota
$562K +$16.7K +67 +3%
ICM
2492
Intrepid Capital Management
Florida
$560K -$421K -1,685 -40%
CCM
2493
Carlson Capital Management
Minnesota
$557K -$77.2K -309 -11%
LF
2494
Lantz Financial
Illinois
$557K +$6.5K +26 +1%
PBCM
2495
Point Break Capital Management
Florida
$556K -$1.26M -5,033 -67%
MWM
2496
Minot Wealth Management
Massachusetts
$556K -$1.17M -4,683 -65%
WCAMG
2497
Woodard & Company Asset Management Group
North Carolina
$554K +$35.7K +143 +6%
VBCG
2498
Valley Brook Capital Group
Pennsylvania
$552K -$46.2K -185 -7%
LIA
2499
LBMC Investment Advisors
Tennessee
$551K -$82.7K -331 -12%
HA
2500
HYA Advisors
Missouri
$551K +$201K +805 +48%
98 99
100
101 102