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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1801
Brucke Financial
Indiana
$327K -$20.8K -110 -6%
HP
1802
Holistic Planning
Texas
$326K +$9.43K +50 +3%
AFT
1803
Alpha Family Trust
California
$324K – – –
FWA
1804
FSM Wealth Advisors
Ohio
$322K +$293K +1,555 New
PFA
1805
Pathway Financial Advisors
Vermont
$322K – – –
LF
1806
Lantz Financial
Illinois
$322K +$31.1K +165 +12%
BW
1807
BostonPremier Wealth
Massachusetts
$321K -$93.4K -495 -24%
FMWA
1808
Forvis Mazars Wealth Advisors
Missouri
$320K – – –
WB
1809
West Bancorporation
Iowa
$319K +$46.2K +245 +19%
SIG
1810
Spinnaker Investment Group
California
$318K -$9.43K -50 -3%
MW
1811
Maia Wealth
Colorado
$318K +$43.4K +230 +17%
FG
1812
Foster Group
Iowa
$316K +$290K +1,535 New
IA
1813
IFG Advisory
Georgia
$314K +$5.66K +30 +2%
GPW
1814
Genesis Private Wealth
Virginia
$314K -$5.66K -30 -2%
BFA
1815
Benedict Financial Advisors
Georgia
$314K – – –
AFA
1816
AA Financial Advisors
Ohio
$314K +$7.55K +40 +3%
PAM
1817
Palisade Asset Management
Minnesota
$313K -$15.1K -80 -5%
AGWCA
1818
Annis Gardner Whiting Capital Advisors
Florida
$313K +$138K +730 +92%
BF
1819
Brogan Financial
Tennessee
$313K +$287K +1,520 New
HCM
1820
Hengehold Capital Management
Ohio
$312K – – –
CA
1821
CoreCap Advisors
Michigan
$312K -$735K -3,895 -72%
SCM
1822
Saxony Capital Management
Missouri
$312K +$31.1K +165 +12%
IC
1823
Inscription Capital
Texas
$312K +$286K +1,515 New
PW
1824
PUREfi Wealth
Massachusetts
$310K +$36.8K +195 +15%
WBC
1825
West Branch Capital
Massachusetts
$309K +$181K +960 +176%
71 72
73
74 75