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Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
3151
City State Bank
Iowa
$1.08M +$31.7K +54 +3%
SI
3152
Seeds Investor
New York
$1.08M +$82.8K +141 +8%
TCOTS
3153
Trust Company of the South
North Carolina
$1.08M -$71.6K -122 -6%
IA
3154
IAM Advisory
Pennsylvania
$1.08M +$1.17K +2 +0.1%
FFAS
3155
FIG Financial Advisory Services
Oklahoma
$1.08M +$1.08M +1,836 New
LA
3156
Lynch & Associates
Indiana
$1.07M +$18.2K +31 +2%
SRWM
3157
Shira Ridge Wealth Management
California
$1.07M +$49.9K +85 +5%
TCWM
3158
Total Clarity Wealth Management
Illinois
$1.07M +$83.3K +142 +8%
GA
3159
GSG Advisors
New Jersey
$1.06M +$52.2K +89 +5%
NFC
3160
Northeast Financial Consultants
Connecticut
$1.06M +$252K +430 +31%
CAM
3161
Cacti Asset Management
Georgia
$1.06M -$117K -200 -10%
RRA
3162
Round Rock Advisors
Connecticut
$1.06M +$148K +252 +16%
SFWC
3163
Strategic Family Wealth Counselors
New Jersey
$1.06M +$306K +522 +40%
JCIA
3164
Jackson Creek Investment Advisors
Colorado
$1.06M -$81K -138 -7%
PCMC
3165
Private Capital Management (Colorado)
Colorado
$1.06M -$292K -497 -21%
WLPWM
3166
Walled Lake Planning & Wealth Management
Illinois
$1.06M -$11.2K -19 -1%
MAG
3167
M3 Advisory Group
Massachusetts
$1.06M +$29.3K +50 +3%
WWM
3168
WJ Wealth Management
Arizona
$1.06M +$70.4K +120 +7%
SP
3169
Saranac Partners
$1.06M +$1.06M +1,814 New
AFG
3170
Albion Financial Group
Utah
$1.06M +$317K +540 +42%
PSC
3171
Prentiss Smith & Co
Vermont
$1.06M – – –
CMF
3172
Counterpoint Mutual Funds
California
$1.06M +$265K +451 +33%
PCM
3173
Permanent Capital Management
Illinois
$1.06M +$1.06M +1,802 New
CG
3174
Castellan Group
Kentucky
$1.05M – – –
WTG
3175
West Tower Group
Virginia
$1.05M +$587K +1,000 +125%
125 126
127
128 129