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Name Holding Trade Value Shares
Change 		Change in
Stake
WBCM
3726
Wilson & Boucher Capital Management
California
$602K -$3.23K -5 -0.5%
CAIMH
3727
Central Asset Investments & Management Holdings
Hong Kong
$602K -$4.52M -7,000 -87%
RFS
3728
Richardson Financial Services
Massachusetts
$602K +$32.9K +51 +5%
AFA
3729
Arlington Financial Advisors
California
$602K +$255K +395 +61%
UCMOK
3730
United Capital Management of KS
Kansas
$599K +$671K +1,040 New
ITB
3731
Idaho Trust Bank
Idaho
$599K +$326K +505 +94%
ELM
3732
Elite Life Management
Florida
$599K +$21.3K +33 +3%
AAA
3733
American Alpha Advisors
New York
$599K -$527K -817 -44%
CFP
3734
Curran Financial Partners
South Carolina
$597K +$66.5K +103 +11%
MFG
3735
Mission Financial Group
Nevada
$597K +$673K +1,043 New
MGAM
3736
McGowan Group Asset Management
Texas
$595K +$22.6K +35 +4%
VPP
3737
Vertex Planning Partners
Illinois
$595K +$12.9K +20 +2%
CFG
3738
Copley Financial Group
California
$594K -$645 -1 -0.1%
PA
3739
Persium Advisors
Georgia
$594K -$18.7K -29 -3%
SPIO
3740
Seven Post Investment Office
California
$594K – – –
FB
3741
Finward Bancorp
Indiana
$593K -$40K -62 -6%
WAOI
3742
Wealth Advisors of Iowa
Iowa
$592K +$54.8K +85 +9%
RCA
3743
Runnymede Capital Advisors
Ohio
$591K – – –
YWS
3744
Yarger Wealth Strategies
Ohio
$590K +$31K +48 +5%
FFO
3745
Fortitude Family Office
Arizona
$588K -$38.1K -59 -5%
RB
3746
Rodgers Brothers
Pennsylvania
$588K – – –
NFC
3747
Northstar Financial Companies
Pennsylvania
$586K -$230K -357 -26%
HCWM
3748
Hidden Cove Wealth Management
Washington
$585K +$132K +205 +25%
OWM
3749
Orgel Wealth Management
Wisconsin
$585K – – –
SJL
3750
Shayne & Jacobs LLC
Tennessee
$585K +$426K +660 +186%
148 149
150
151 152