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Name Holding Trade Value Shares
Change 		Change in
Stake
FB
4026
Finward Bancorp
Indiana
$584K – – –
LWPC
4027
Legacy Wealth Partners (Colorado)
Colorado
$583K -$5.13K -8 -0.8%
FWM
4028
Fonville Wealth Management
Virginia
$583K -$12.2K -19 -2%
AWG
4029
Altus Wealth Group
Colorado
$581K +$46.8K +73 +8%
TWM
4030
TopTier Wealth Management
Wisconsin
$581K +$12.2K +19 +2%
SA
4031
Stewardship Advisors
Pennsylvania
$578K +$41.7K +65 +7%
TCM
4032
TD Capital Management
Tennessee
$577K -$3.2K -5 -0.5%
AIA
4033
Aventus Investment Advisors
Florida
$577K -$12.2K -19 -2%
BI
4034
Bolthouse Investments
California
$576K – – –
PWA
4035
Peterson Wealth Advisors
Utah
$575K +$6.41K +10 +1%
WWMP
4036
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$574K -$62.8K -98 -9%
BFWM
4037
Bright Futures Wealth Management
New York
$573K +$642K +1,002 New
KA
4038
Kozak & Associates
Colorado
$573K -$103K -160 -15%
CG
4039
Castellan Group
Kentucky
$572K -$3.25M -5,065 -84%
GC
4040
Gruss & Co
Florida
$572K -$320K -500 -33%
BCFD
4041
Boit C.F. David
$572K – – –
BW
4042
Basepoint Wealth
Iowa
$572K -$46.8K -73 -7%
SWM
4043
Sandro Wealth Management
New Jersey
$572K +$114K +178 +22%
MAS
4044
MPWM Advisory Solutions
Georgia
$572K -$30.8K -48 -5%
GCM
4045
Gambit Capital Management
Tennessee
$571K -$104K -163 -14%
KCM
4046
Kanawha Capital Management
Virginia
$568K -$85.2K -133 -12%
MG
4047
McHugh Group
Ohio
$568K -$1.92K -3 -0.3%
SC
4048
Schubert & Co
Texas
$568K +$118K +184 +23%
BWM
4049
BCS Wealth Management
Tennessee
$568K -$617K -962 -49%
SFPG
4050
Stonebridge Financial Planning Group
Florida
$567K -$21.1K -33 -3%
160 161
162
163 164