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Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
3976
Investmark Advisory Group
Connecticut
$620K – – –
CS
3977
Capital Square
Tennessee
$620K – – –
CC
3978
Cypress Capital
Tennessee
$619K -$64.8K -87 -9%
KSWWM
3979
Keyes Stange & Wooten Wealth Management
Florida
$619K -$35.7K -48 -5%
VP
3980
Verum Partners
North Carolina
$617K +$40.2K +54 +7%
TA
3981
TKG Advisors
Indiana
$617K -$2.23K -3 -0.4%
FG
3982
Fairman Group
Pennsylvania
$616K – – –
RFG
3983
RFP Financial Group
Georgia
$616K +$14.9K +20 +2%
GS
3984
Gagnon Securities
New York
$616K – – –
MWM
3985
Manske Wealth Management
Texas
$615K +$9.68K +13 +2%
LC
3986
LCNB Corp
Ohio
$615K – – –
MPW
3987
Magnolia Private Wealth
Pennsylvania
$615K +$34.2K +46 +6%
T
3988
TOBAM
France
$615K +$141K +189 +29%
EWP
3989
Elevation Wealth Partners
California
$614K +$193K +259 +45%
BWS
3990
Broadway Wealth Solutions
Texas
$613K +$14.1K +19 +2%
JFGLC
3991
Johnson Financial Group LLC (Colorado)
Colorado
$613K +$248K +333 +66%
BBA
3992
Braun-Bostich & Associates
Pennsylvania
$612K +$35.7K +48 +6%
RAS
3993
RPS Advisory Solutions
Kentucky
$611K -$43.9K -59 -7%
VBFG
3994
Vishria Bird Financial Group
Tennessee
$610K +$618K +830 New
BC
3995
Broadwater Capital
Massachusetts
$610K – – –
EFG
3996
Elm3 Financial Group
Georgia
$608K +$20.1K +27 +3%
FPF
3997
First Pacific Financial
Washington
$607K -$93.8K -126 -13%
BWM
3998
Birchcreek Wealth Management
Ohio
$607K -$45.4K -61 -7%
SCA
3999
St. Clair Advisors
Ohio
$606K – – –
FFW
4000
Fusion Family Wealth
New York
$606K +$744 +1 +0.1%
158 159
160
161 162