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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
3726
Private Capital Management (Florida)
Florida
$904K – – –
T
3727
TrustBank
Illinois
$901K +$912K +1,365 New
CCMG
3728
Connecticut Capital Management Group
Connecticut
$899K +$909K +1,362 New
WAOI
3729
Wealth Advisors of Iowa
Iowa
$898K -$4.67K -7 -0.5%
JFGLC
3730
Johnson Financial Group LLC (Colorado)
Colorado
$896K +$349K +522 +63%
CCM
3731
Cinctive Capital Management
New York
$896K +$554K +830 +157%
LAM
3732
Lakewood Asset Management
Illinois
$895K – – –
CWM
3733
Collaborative Wealth Management
Florida
$893K +$594K +890 +192%
FWTB
3734
First Western Trust Bank
Colorado
$893K +$32.7K +49 +4%
AWA
3735
Archvest Wealth Advisors
California
$891K +$68.8K +103 +8%
MAG
3736
M3 Advisory Group
Massachusetts
$891K -$20K -30 -2%
FL
3737
FreeGulliver LLC
Louisiana
$888K -$479K -717 -35%
GIM
3738
Groesbeck Investment Management
New Jersey
$885K – – –
HB
3739
Horizon Bancorp
Indiana
$885K +$64.1K +96 +8%
IWS
3740
Insight Wealth Strategies
California
$883K -$3.88M -5,808 -81%
KFI
3741
Key Financial Inc
Pennsylvania
$881K -$6.68K -10 -0.7%
MHR
3742
Matthew Hamilton Rosenberg
$880K +$69.4K +104 +8%
GHI
3743
Gross & Hartman Investments
Pennsylvania
$879K +$889K +1,332 New
FLFS
3744
Family Legacy Financial Solutions
North Carolina
$879K +$562K +842 +158%
BWAM
3745
Boyd Watterson Asset Management
Ohio
$879K +$34.7K +52 +4%
QCIG
3746
Quad-Cities Investment Group
Iowa
$877K -$65.4K -98 -7%
WG
3747
WMS Group
Louisiana
$876K +$886K +1,327 New
SFS
3748
Symphony Financial Services
Ohio
$875K +$13.4K +20 +2%
KPWM
3749
KDK Private Wealth Management
Texas
$875K +$192K +288 +28%
SCM
3750
Saxony Capital Management
Missouri
$874K +$190K +285 +27%
148 149
150
151 152