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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
4776
CKW Financial Group
Hawaii
$199K – – –
GPFA
4777
Game Plan Financial Advisors
Ohio
$194K +$87.1K +117 +80%
NWM
4778
Nova Wealth Management
Florida
$191K -$14.9K -20 -7%
RBC
4779
Roble Belko & Company
Pennsylvania
$189K +$18.6K +25 +11%
TSMHT
4780
Thurston Springer Miller Herd & Titak
Indiana
$189K -$7.51M -10,085 -98%
UFPG
4781
United Financial Planning Group
New York
$187K +$190K +255 New
GG
4782
Gleason Group
Kentucky
$183K +$744 +1 +0.4%
BAM
4783
Bellevue Asset Management
Washington
$182K – – –
LOIM
4784
Liberty One Investment Management
Illinois
$182K +$185K +249 New
SR
4785
Syntax Research
Florida
$180K – – –
JFG
4786
JDM Financial Group
Texas
$177K +$132K +177 +277%
FPB
4787
First PREMIER Bank
South Dakota
$170K +$29K +39 +20%
RWS
4788
Retirement Wealth Solutions
Wisconsin
$169K -$22.3K -30 -12%
MAM
4789
Marquette Asset Management
Minnesota
$166K +$142K +191 +546%
MCA
4790
Maryland Capital Advisors
Maryland
$163K – – –
SA
4791
Seneschal Advisors
Washington
$163K +$165K +222 New
CCMI
4792
Creative Capital Management Investments
California
$161K +$37.2K +50 +30%
PCM
4793
Perritt Capital Management
Illinois
$159K – – –
ACM
4794
Adalta Capital Management
New York
$158K -$7.44K -10 -4%
Q1WB
4795
Quest 10 Wealth Builders
Virginia
$158K -$2.23K -3 -1%
KPP
4796
Kings Path Partners
Texas
$148K +$7.44K +10 +5%
RCM
4797
Richardson Capital Management
Wisconsin
$147K – – –
OSNBOA
4798
Old Second National Bank of Aurora
Illinois
$147K +$28.3K +38 +23%
BCM
4799
Basso Capital Management
Connecticut
$147K +$149K +200 New
TFG
4800
Team Financial Group
California
$144K +$4.47K +6 +3%
190 191
192
193 194