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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1626
Sunflower Bank
Texas
$273K – – –
SSWM
1627
Strait & Sound Wealth Management
California
$273K -$76.8K -600 -27%
LSIA
1628
LaSalle St. Investment Advisors
Illinois
$273K +$209K +1,632 New
PWG
1629
Portside Wealth Group
Utah
$273K +$209K +1,631 New
CIA
1630
Cladis Investment Advisory
Montana
$272K – – –
KNW
1631
Kesler Norman & Wride
Utah
$272K +$413K +3,231 New
TWM
1632
Tradition Wealth Management
Minnesota
$271K -$30.8K -241 -13%
VVP
1633
Venture Visionary Partners
Ohio
$269K +$206K +1,608 New
FSA
1634
Financial Services Advisory
Maryland
$269K +$206K +1,608 New
MSFS
1635
Main Street Financial Solutions
Pennsylvania
$268K +$205K +1,600 New
CCA
1636
Clearwater Capital Advisors
Illinois
$268K +$205K +1,599 New
BWM
1637
BlackDiamond Wealth Management
New York
$267K +$204K +1,596 New
CWA
1638
Consilio Wealth Advisors
Washington
$267K +$204K +1,593 New
G
1639
GenTrust
Florida
$266K +$204K +1,592 New
SFG
1640
SNS Financial Group
Minnesota
$266K -$37.4K -292 -16%
TP
1641
Tranquility Partners
Tennessee
$265K +$203K +1,585 New
BWM
1642
Birchcreek Wealth Management
Ohio
$264K +$202K +1,580 New
BC
1643
Burney Company
Virginia
$264K +$202K +1,579 New
AWM
1644
Aberdeen Wealth Management
Illinois
$263K +$201K +1,570 New
NRC
1645
New Republic Capital
North Carolina
$262K +$201K +1,568 New
FG
1646
Foster Group
Iowa
$262K +$201K +1,567 New
DCM
1647
DGS Capital Management
New Jersey
$261K +$200K +1,560 New
IAG
1648
Investment Advisory Group
Massachusetts
$261K +$199K +1,558 New
IAMOG
1649
Investors Asset Management of Georgia
Georgia
$260K +$199K +1,555 New
TCM
1650
Telos Capital Management
California
$260K -$16.6K -130 -8%
64 65
66
67 68