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Name Holding Trade Value Shares
Change 		Change in
Stake
ANBOT
3926
American National Bank of Texas
Texas
$654K +$663K +891 New
WF
3927
WoodTrust Financial
Wisconsin
$654K – – –
FWM
3928
Fonville Wealth Management
Virginia
$653K +$1.49K +2 +0.2%
WWA
3929
Wisconsin Wealth Advisors
Wisconsin
$652K +$11.2K +15 +2%
SFG
3930
Sather Financial Group
Texas
$651K +$63.3K +85 +11%
PHAM
3931
Palisades Hudson Asset Management
Florida
$651K -$51.4K -69 -7%
SFS
3932
Security Financial Services
Indiana
$651K +$99.7K +134 +18%
LFGO
3933
Legacy Financial Group (Oklahoma)
Oklahoma
$651K -$20.1K -27 -3%
OWM
3934
Orgel Wealth Management
Wisconsin
$651K – – –
CF
3935
Crosspoint Financial
California
$650K -$59.5K -80 -8%
NB
3936
Northwest Bancshares
Pennsylvania
$650K -$38.7K -52 -6%
TWM
3937
TSA Wealth Management
Texas
$650K +$33.5K +45 +5%
G
3938
GenTrust
Florida
$649K -$134K -180 -17%
GWM
3939
GoalFusion Wealth Management
Texas
$649K – – –
EWS
3940
Eagle Wealth Strategies
New Jersey
$649K +$8.19K +11 +1%
AWP
3941
Avid Wealth Partners
Texas
$648K +$30.5K +41 +5%
PCFFS
3942
Pacific Center for Financial Services
California
$648K – – –
HW
3943
HORAN Wealth
Ohio
$647K +$656K +882 New
LWM
3944
Lakeridge Wealth Management
Ohio
$647K -$32.7K -44 -5%
PRI
3945
Prepared Retirement Institute
Pennsylvania
$647K -$32K -43 -5%
BH
3946
Burk Holdings
Oklahoma
$646K +$54.3K +73 +9%
WAG
3947
Wallace Advisory Group
California
$645K +$289K +388 +80%
CCM
3948
Colorado Capital Management
Colorado
$645K -$5.95K -8 -0.9%
SPAS
3949
Spectrum Planning & Advisory Services
California
$645K +$127K +171 +24%
IIA
3950
Integrity Investment Advisors
Colorado
$644K +$223K +300 +52%
156 157
158
159 160