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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
3626
Cardinal Strategic Wealth Guidance
Kentucky
$3.91M -$12K -28 -0.3%
BL
3627
Balentine LLC
Georgia
$3.91M +$2.18M +5,098 +128%
4WM
3628
49 Wealth Management
Texas
$3.89M +$696K +1,629 +22%
MA
3629
MBA Advisors
Pennsylvania
$3.89M -$48.7K -114 -1%
PIWA
3630
Prevail Innovative Wealth Advisors
Kansas
$3.88M +$2.93M +6,847 +316%
TW
3631
Towerpoint Wealth
California
$3.88M -$27.8K -65 -0.7%
PTC
3632
Provident Trust Company
Wisconsin
$3.87M +$298K +696 +8%
DWM
3633
Dechtman Wealth Management
Colorado
$3.87M +$121K +282 +3%
PIM
3634
Platinum Investment Management
Australia
$3.87M +$171K +400 +5%
BWCS
3635
Beirne Wealth Consulting Services
Connecticut
$3.86M -$107K -250 -3%
ADIM
3636
Alpha DNA Investment Management
Maryland
$3.85M -$137K -320 -3%
CF
3637
Copperwynd Financial
Arizona
$3.85M +$409K +956 +12%
SFG
3638
Sunburst Financial Group
Alabama
$3.84M +$64.1K +150 +2%
IVP
3639
Intrinsic Value Partners
Arizona
$3.84M -$38.9K -91 -1%
APC
3640
Aspire Private Capital
North Carolina
$3.83M +$196K +459 +5%
1CP
3641
17 Capital Partners
Arizona
$3.82M +$482K +1,127 +15%
SFB
3642
STAR Financial Bank
Indiana
$3.82M -$697K -1,630 -16%
BMCM
3643
Burns Matteson Capital Management
New York
$3.82M +$70.5K +165 +2%
BCM
3644
Barden Capital Management
Texas
$3.81M +$141K +329 +4%
JBA
3645
Johnson Bixby & Associates
Washington
$3.81M +$1.05M +2,446 +38%
EDRIA
3646
Edmonds Duncan Registered Investment Advisors
Kansas
$3.8M +$49.6K +116 +1%
ZIMP
3647
Zimmermann Investment Management & Planning
Pennsylvania
$3.8M +$63.3K +148 +2%
BSTWA
3648
Blake Schutter Theil Wealth Advisors
Ohio
$3.8M +$3.77M +8,827 New
SIAG
3649
Safeguard Investment Advisory Group
California
$3.8M +$354K +827 +10%
DCM
3650
Delta Capital Management
New Jersey
$3.79M – – –
144 145
146
147 148