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Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
4226
Valley Financial Group
Pennsylvania
$415K +$618 +1 +0.2%
ADIM
4227
Alpha DNA Investment Management
Maryland
$415K -$66.7K -108 -16%
PCM
4228
Presidio Capital Management
California
$414K -$9.89K -16 -3%
FSG
4229
Financial Strategies Group
Michigan
$414K +$13.6K +22 +4%
AWM
4230
Able Wealth Management
New Jersey
$414K +$111K +180 +47%
CFO
4231
Collective Family Office
Pennsylvania
$413K -$26K -42 -7%
SFB
4232
STAR Financial Bank
Indiana
$413K -$24.7K -40 -7%
MWPCG
4233
Measured Wealth Private Client Group
New Hampshire
$412K +$345K +558 New
KFS
4234
Kurt F. Somerville
$412K -$7.42K -12 -2%
IHWM
4235
Iron Horse Wealth Management
Iowa
$412K +$238K +385 +223%
PGF
4236
Plan Group Financial
Oklahoma
$412K +$345K +558 New
KCM
4237
Kaye Capital Management
California
$412K -$42K -68 -11%
MWP
4238
Meriwether Wealth & Planning
Louisiana
$410K +$1.24K +2 +0.4%
VWM
4239
Vermillion Wealth Management
Minnesota
$408K +$21.6K +35 +7%
DP
4240
Denver PWM
Colorado
$408K +$341K +552 New
DI
4241
Disciplined Investors
Texas
$407K +$43.3K +70 +15%
GJIA
4242
Glass Jacobson Investment Advisors
Maryland
$407K +$26K +42 +8%
TPWM
4243
Twelve Points Wealth Management
Massachusetts
$407K -$40.8K -66 -11%
RWM
4244
Raffa Wealth Management
District of Columbia
$407K +$84.7K +137 +33%
TFG
4245
Tilson Financial Group
New Jersey
$406K +$30.9K +50 +10%
CCM
4246
Cloud Capital Management
Washington
$406K +$71.1K +115 +28%
TA
4247
TrueWealth Advisors
Alabama
$406K -$18.5K -30 -5%
CB
4248
Centennial Bank
Arkansas
$406K – – –
HP
4249
Highlander Partners
Texas
$406K – – –
SRC
4250
Shufro Rose & Co
New York
$405K – – –
168 169
170
171 172