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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBSF
4051
First National Bank Sioux Falls
South Dakota
$3.18M +$511K +1,200 +19%
EWS
4052
Evergreen Wealth Solutions
Pennsylvania
$3.17M +$189K +444 +6%
TI
4053
Truepoint Inc
Ohio
$3.16M -$14.1K -33 -0.4%
SIC
4054
SJS Investment Consulting
Ohio
$3.16M -$157K -368 -5%
NAMNJ
4055
NorthStar Asset Management (New Jersey)
New Jersey
$3.16M -$110K -258 -3%
WLPWM
4056
Walled Lake Planning & Wealth Management
Illinois
$3.16M +$69K +162 +2%
WWM
4057
Whalen Wealth Management
Nevada
$3.16M -$705K -1,655 -18%
OIM
4058
Oder Investment Management
California
$3.16M -$47.3K -111 -1%
KFS
4059
Kaizen Financial Strategies
California
$3.15M +$37.5K +88 +1%
CGH
4060
CMG Global Holdings
Texas
$3.15M -$40K -94 -1%
GCP
4061
Gill Capital Partners
Colorado
$3.15M +$126K +296 +4%
HWP
4062
Heritage Wealth Partners
Ohio
$3.14M +$257K +604 +9%
HCP
4063
Holt Capital Partners
Texas
$3.14M +$14.9K +35 +0.5%
FP
4064
Fiduciary Planning
Florida
$3.14M -$33.2K -78 -1%
EMC
4065
Everest Management Corp
California
$3.14M +$3.17M +7,449 New
PBO
4066
Peoples Bank (Ohio)
Ohio
$3.14M -$899K -2,111 -22%
KTM
4067
Keeler Thomas Management
Utah
$3.14M +$60.9K +143 +2%
MWA
4068
Motive Wealth Advisors
Michigan
$3.13M +$328K +771 +12%
GCM
4069
Geneva Capital Management
Wisconsin
$3.12M -$226K -530 -7%
ARG
4070
Advisory Resource Group
Oklahoma
$3.12M +$113K +266 +4%
RA
4071
Riversedge Advisors
Delaware
$3.12M +$235K +552 +8%
SB
4072
Sunflower Bank
Texas
$3.12M +$55.8K +131 +2%
GWM
4073
GK Wealth Management
Nevada
$3.11M +$3.14M +7,379 New
APW
4074
Acima Private Wealth
Virginia
$3.1M – – –
GCA
4075
Genesee Capital Advisors
New York
$3.1M -$43.9K -103 -1%
161 162
163
164 165