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Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
3101
Syverson Strege & Co
Iowa
$688K +$389K +800 +142%
SCM
3102
Saxony Capital Management
Missouri
$687K +$99.6K +205 +18%
I
3103
IMPACTfolio
Colorado
$686K +$304K +625 +85%
EFA
3104
Evernest Financial Advisors
Indiana
$685K – – –
QCIG
3105
Quad-Cities Investment Group
Iowa
$685K -$11.7K -24 -2%
LAM
3106
Lakewood Asset Management
Illinois
$684K – – –
MCA
3107
MSH Capital Advisors
Arizona
$683K +$4.86K +10 +0.7%
BBW
3108
Blue Barn Wealth
Utah
$682K +$7.78K +16 +1%
FTC
3109
Farmers Trust Company
Ohio
$680K -$64.7K -133 -9%
VAG
3110
VisionPoint Advisory Group
Texas
$678K +$47.2K +97 +8%
AA
3111
AlphaMark Advisors
Kentucky
$678K +$19.9K +41 +3%
TA
3112
TFG Advisers
Michigan
$677K +$8.75K +18 +1%
ESBC
3113
E.S. Barr & Co
Kentucky
$675K – – –
RA
3114
Rise Advisors
New York
$674K -$1.94K -4 -0.3%
TFO
3115
Tarbox Family Office
California
$673K – – –
KFI
3116
Key Financial Inc
Pennsylvania
$671K – – –
LIA
3117
Lynx Investment Advisory
District of Columbia
$671K +$647K +1,330 New
GSIS
3118
Global Strategic Investment Solutions
Arizona
$669K -$54.4K -112 -8%
AIM
3119
Acropolis Investment Management
Missouri
$668K – – –
BBNB
3120
Baker Boyer National Bank
Washington
$668K -$237K -488 -27%
HNW
3121
High Note Wealth
Minnesota
$668K -$7.78K -16 -1%
TFGT
3122
TS Financial Group (TSFG)
Illinois
$666K +$66.1K +136 +11%
RRA
3123
Round Rock Advisors
Connecticut
$664K -$44.7K -92 -7%
WAL
3124
W Advisors LLC
Tennessee
$663K +$65.6K +135 +11%
CMF
3125
Counterpoint Mutual Funds
California
$661K -$4.86K -10 -0.8%
123 124
125
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