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Name Holding Trade Value Shares
Change 		Change in
Stake
HB
3651
Horizon Bancorp
Indiana
$609K +$7.63K +13 +1%
APWM
3652
Anchor Pointe Wealth Management
Missouri
$608K +$604K +1,029 New
PA
3653
Promethium Advisors
Maryland
$608K – – –
KSWWM
3654
Keyes Stange & Wooten Wealth Management
Florida
$608K -$15.8K -27 -3%
GFG
3655
GR Financial Group
Arizona
$607K +$301K +513 +98%
CTC
3656
Cetera Trust Company
Minnesota
$607K – – –
CPA
3657
Clear Point Advisors
New York
$606K -$8.8K -15 -1%
IAG
3658
Investmark Advisory Group
Connecticut
$606K -$158K -269 -21%
MWM
3659
Maridea Wealth Management
New York
$605K +$607K +1,034 New
PWP
3660
Precedent Wealth Partners
Texas
$605K -$2.94K -5 -0.5%
CFG
3661
Copley Financial Group
California
$604K +$1.76K +3 +0.3%
CF
3662
Cyr Financial
Illinois
$604K +$606K +1,032 New
BWM
3663
Birchcreek Wealth Management
Ohio
$604K +$109K +186 +22%
SPIO
3664
Seven Post Investment Office
California
$603K -$1.06M -1,807 -64%
WFA
3665
WMG Financial Advisors
Tennessee
$603K +$41.1K +70 +7%
LF
3666
LifeSteps Financial
California
$603K +$58.7K +100 +11%
TL
3667
Tradewinds LLC
North Carolina
$601K +$490K +835 New
PHAM
3668
Palisades Hudson Asset Management
Florida
$601K -$1.17K -2 -0.2%
BFA
3669
Bill Few Associates
Pennsylvania
$600K – – –
AWMNY
3670
Arcadia Wealth Management (New York)
New York
$600K +$602K +1,025 New
RCA
3671
Runnymede Capital Advisors
Ohio
$600K +$602K +1,025 New
RB
3672
Rodgers Brothers
Pennsylvania
$597K – – –
FFL
3673
Financial Freedom LLC
Ohio
$597K -$40.5K -69 -6%
EWS
3674
Eagle Wealth Strategies
New Jersey
$597K +$7.63K +13 +1%
RA
3675
Riverstone Advisors
Texas
$596K +$21.1K +36 +4%
145 146
147
148 149