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Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
3326
Ritter Daniher Financial Advisory
Ohio
$180K – – –
HFS
3327
Horizon Financial Services
North Carolina
$178K +$145K +1,640 +781%
CBT
3328
Crews Bank & Trust
Florida
$177K – – –
HWP
3329
Highline Wealth Partners
California
$174K +$36.7K +417 +30%
PB
3330
Pinnacle Bancorp
Nebraska
$174K +$58.8K +667 +59%
S
3331
Sachetta
Massachusetts
$172K +$32.9K +373 +26%
CSB
3332
City State Bank
Iowa
$172K +$40.2K +456 +34%
WA
3333
Whipplewood Advisors
Colorado
$172K +$103K +1,174 +192%
CFS
3334
CGC Financial Services
Oregon
$170K – – –
SR
3335
Syntax Research
Florida
$168K – – –
DWM
3336
Dogwood Wealth Management
Kansas
$165K -$388K -4,399 -72%
EP
3337
Essential Partners
California
$165K +$63.1K +716 +72%
EP
3338
Elkhorn Partners
Nebraska
$163K +$61.7K +700 +70%
SIM
3339
Synergy Investment Management
Florida
$163K +$149K +1,694 New
1NWS
3340
1 North Wealth Services
Maryland
$161K – – –
MAS
3341
MPWM Advisory Solutions
Georgia
$160K +$38.9K +442 +36%
RWM
3342
Rialto Wealth Management
New York
$159K +$9.25K +105 +7%
WG
3343
Wellington Group
Indiana
$157K -$57.9K -657 -29%
BWM
3344
Bernard Wealth Management
Michigan
$155K +$16.9K +192 +14%
NECFA
3345
New England Capital Financial Advisors
Connecticut
$154K -$4.41K -50 -3%
SIS
3346
Strategic Investment Solutions
Illinois
$151K -$57.5K -652 -29%
CCA
3347
Catalyst Capital Advisors
New York
$149K -$1.76K -20 -1%
AFC
3348
Ares Financial Consulting
California
$149K +$49.3K +560 +56%
HFS
3349
Hughes Financial Services
Virginia
$148K +$54K +613 +66%
LG
3350
LAM Group
Oregon
$147K +$135K +1,530 New
132 133
134
135 136