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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
4001
Benedict Financial Advisors
Georgia
$589K +$146K +239 +30%
AW
4002
Ankerstar Wealth
Texas
$588K -$118K -193 -16%
TWM
4003
TopTier Wealth Management
Wisconsin
$588K +$17.7K +29 +3%
PWMG
4004
Private Wealth Management Group
New Jersey
$587K +$173K +283 +37%
RK
4005
Rather & Kittrell
Tennessee
$586K +$229K +374 +56%
HWMG
4006
Hurlow Wealth Management Group
Indiana
$585K +$56.9K +93 +10%
BA
4007
BCM Advisors
Louisiana
$585K -$6.12K -10 -1%
CP
4008
Castleview Partners
Texas
$584K +$106K +174 +20%
MPW
4009
Magnolia Private Wealth
Pennsylvania
$584K +$57.5K +94 +10%
TTWM
4010
TCV Trust & Wealth Management
Virginia
$582K +$44K +72 +7%
GC
4011
GatePass Capital
Ohio
$582K -$3.67K -6 -0.6%
ITB
4012
Idaho Trust Bank
Idaho
$581K -$34.2K -56 -5%
SFP
4013
Sterling Financial Planning
New Jersey
$581K -$9.17K -15 -1%
FCFC
4014
First Citizens Financial Corp
Iowa
$580K -$48.9K -80 -7%
SIA
4015
Spectrum Investment Advisors
Wisconsin
$579K +$629K +1,029 New
ASBI
4016
American State Bank (Iowa)
Iowa
$579K +$118K +193 +23%
LF
4017
LifeSteps Financial
California
$578K -$1.22K -2 -0.2%
WWA
4018
Wingate Wealth Advisors
Massachusetts
$578K -$248K -405 -28%
JRSI
4019
Jeter Robert S II
$578K -$153K -251 -23%
AM
4020
Atwater Malick
Pennsylvania
$578K +$34.2K +56 +6%
TCM
4021
TD Capital Management
Tennessee
$578K +$10.4K +17 +2%
CL
4022
CLG LLC
California
$578K -$96K -157 -13%
NERM
4023
New England Research & Management
Illinois
$578K +$627K +1,026 New
KCM
4024
Kanawha Capital Management
Virginia
$577K +$19K +31 +3%
WN
4025
Williams & Novak
California
$577K +$154K +252 +33%
159 160
161
162 163