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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
3551
IMZ Advisory
Florida
$371K -$9.72K -20 -3%
FFO
3552
Fortitude Family Office
Arizona
$371K +$69.5K +143 +24%
IIM
3553
Ironwood Investment Management
Massachusetts
$370K – – –
RMC
3554
Resources Management Corp
Connecticut
$370K -$55.9K -115 -14%
SW
3555
Signify Wealth
Missouri
$369K -$122K -250 -25%
SNBOSCI
3556
Security National Bank of Sioux City Iowa
Iowa
$369K -$72.9K -150 -17%
REMPR
3557
Roof Eidam Maycock Peralta (REMP)
California
$369K +$972 +2 +0.3%
MSG
3558
Main Street Group
Virginia
$368K -$17K -35 -5%
W
3559
WorthPointe
California
$368K +$12.2K +25 +4%
MWM
3560
MGB Wealth Management
Texas
$367K – – –
SOAMC
3561
Spirit of America Management Corp
New York
$366K +$352K +725 New
VAMG
3562
Voisard Asset Management Group
Michigan
$365K – – –
SCA
3563
St. Clair Advisors
Ohio
$364K – – –
MIG
3564
McGuire Investment Group
Rhode Island
$364K +$27.2K +56 +8%
EWS
3565
Eagle Wealth Strategies
New Jersey
$363K +$34K +70 +11%
SAM
3566
Summit Asset Management
Tennessee
$363K – – –
FWA
3567
FSC Wealth Advisors
New York
$362K – – –
LSA
3568
Lansing Street Advisors
Pennsylvania
$362K +$52.5K +108 +18%
ETIA
3569
Epic Trust Investment Advisors
Washington
$360K +$94.3K +194 +37%
CPCP
3570
Cedar Point Capital Partners
Iowa
$360K +$16K +33 +5%
SWM
3571
Scissortail Wealth Management
Oklahoma
$360K – – –
LFP
3572
Lakeshore Financial Planning
Michigan
$360K +$36.5K +75 +12%
BRA
3573
Biechele Royce Advisors
Indiana
$357K -$805K -1,657 -70%
SWMG
3574
Sard Wealth Management Group
Georgia
$357K +$88.5K +182 +35%
LIA
3575
LifePlan Investment Advisors
North Carolina
$356K +$11.7K +24 +4%
141 142
143
144 145