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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3726
Collaborative Wealth Management
Florida
$893K +$594K +890 +192%
FWTB
3727
First Western Trust Bank
Colorado
$893K +$32.7K +49 +4%
AWA
3728
Archvest Wealth Advisors
California
$891K +$68.8K +103 +8%
MAG
3729
M3 Advisory Group
Massachusetts
$891K -$20K -30 -2%
FL
3730
FreeGulliver LLC
Louisiana
$888K -$479K -717 -35%
GIM
3731
Groesbeck Investment Management
New Jersey
$885K – – –
HB
3732
Horizon Bancorp
Indiana
$885K +$64.1K +96 +8%
IWS
3733
Insight Wealth Strategies
California
$883K -$3.88M -5,808 -81%
KFI
3734
Key Financial Inc
Pennsylvania
$881K -$6.68K -10 -0.7%
MHR
3735
Matthew Hamilton Rosenberg
$880K +$69.4K +104 +8%
GHI
3736
Gross & Hartman Investments
Pennsylvania
$879K +$889K +1,332 New
FLFS
3737
Family Legacy Financial Solutions
North Carolina
$879K +$562K +842 +158%
BWAM
3738
Boyd Watterson Asset Management
Ohio
$879K +$34.7K +52 +4%
QCIG
3739
Quad-Cities Investment Group
Iowa
$877K -$65.4K -98 -7%
WG
3740
WMS Group
Louisiana
$876K +$886K +1,327 New
SFS
3741
Symphony Financial Services
Ohio
$875K +$13.4K +20 +2%
KPWM
3742
KDK Private Wealth Management
Texas
$875K +$192K +288 +28%
SCM
3743
Saxony Capital Management
Missouri
$874K +$190K +285 +27%
ICM
3744
Islay Capital Management
Texas
$874K -$21.4K -32 -2%
AFP
3745
ATX Financial Planning
Texas
$874K +$884K +1,324 New
HIS
3746
Harvest Investment Services
Illinois
$873K +$502K +752 +132%
WSA
3747
Warm Springs Advisors
California
$873K -$37.4K -56 -4%
AFC
3748
Avise Financial Cooperative
California
$873K +$883K +1,323 New
CHA
3749
Cooper/Haims Advisors
New York
$872K +$62.1K +93 +8%
DO
3750
denkapparat Operations
Germany
$871K +$227K +340 +35%
148 149
150
151 152