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Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
4001
Stonebridge Financial Planning Group
Florida
$676K +$8.01K +12 +1%
SPW
4002
Signet Private Wealth
Illinois
$675K +$682K +1,022 New
EW
4003
Enzi Wealth
Texas
$675K -$4.67K -7 -0.6%
CFCS
4004
CDM Financial Counseling Services
Connecticut
$674K +$682K +1,021 New
FB
4005
Finward Bancorp
Indiana
$674K +$12K +18 +2%
FCM
4006
Family Capital Management
Michigan
$671K +$19.4K +29 +3%
EC
4007
Eaton-Cambridge
Arizona
$671K +$27.4K +41 +4%
CFG
4008
Carter Financial Group
Illinois
$670K -$4.01K -6 -0.6%
HIG
4009
Heritage Investment Group
Florida
$670K +$36.7K +55 +6%
TCM
4010
TD Capital Management
Tennessee
$670K +$28K +42 +4%
RIS
4011
Richmond Investment Services
Wisconsin
$669K -$92.8K -139 -12%
BIA
4012
Bell Investment Advisors
California
$669K -$68.1K -102 -9%
AAMG
4013
AMG Asset Management Group
Georgia
$668K +$676K +1,012 New
SFP
4014
Sterling Financial Planning
New Jersey
$666K -$6.68K -10 -1%
BI
4015
Bolthouse Investments
California
$665K – – –
ACM
4016
Arlington Capital Management
Illinois
$664K -$52.8K -79 -7%
FAL
4017
Focused Alpha LLC
Colorado
$663K +$670K +1,004 New
WCM
4018
Warburton Capital Management
Oklahoma
$663K +$52.8K +79 +9%
TCM
4019
TruNorth Capital Management
Michigan
$663K +$359K +537 +115%
HW
4020
HORAN Wealth
Ohio
$662K +$80.8K +121 +14%
TTWM
4021
TCV Trust & Wealth Management
Virginia
$661K +$204K +305 +44%
EC
4022
Elequin Capital
New York
$660K +$4.01K +6 +0.6%
DT
4023
DBA Trading
Florida
$660K +$668K +1,000 New
FCFC
4024
First Citizens Financial Corp
Iowa
$658K -$221K -331 -25%
WLG
4025
Williamson Legacy Group
Indiana
$657K -$1.27M -1,909 -66%
159 160
161
162 163