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Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
2926
JDM Financial Group
Texas
$590K – – –
WB
2927
West Bancorporation
Iowa
$590K -$33.6K -750 -5%
OA
2928
Operose Advisors
Wisconsin
$590K +$321K +7,160 +112%
SDWIA
2929
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$589K -$144K -3,210 -19%
CGH
2930
CMG Global Holdings
Texas
$588K +$87.4K +1,950 +17%
CRB
2931
Chad R. Baker
$587K – – –
EL
2932
EWA LLC
Pennsylvania
$587K +$127K +2,830 +31%
ACA
2933
Aspire Capital Advisors
Washington
$586K +$55.1K +1,230 +10%
PWA
2934
Phoenix Wealth Advisors
North Carolina
$585K -$4.48K -100 -0.7%
WAL
2935
W Advisors LLC
Tennessee
$584K +$332K +7,410 +123%
BC
2936
Bridgefront Capital
Texas
$583K +$79.3K +1,770 +15%
BHWM
2937
Beaird Harris Wealth Management
Texas
$582K -$43.9K -980 -7%
DBIA
2938
Dumont & Blake Investment Advisors
New Jersey
$582K +$25.5K +570 +4%
RVPG
2939
Relative Value Partners Group
$580K +$323K +7,200 +117%
DP
2940
Denver PWM
Colorado
$579K +$579K +12,930 New
FC
2941
FCA Corp
Texas
$579K -$15.2K -340 -2%
SFS
2942
Summit Financial Strategies
Ohio
$578K +$148K +3,300 +33%
CWA
2943
Centennial Wealth Advisory
Michigan
$576K +$34.9K +780 +6%
FWM
2944
Fairhaven Wealth Management
Illinois
$576K – – –
EA
2945
Echo45 Advisors
California
$575K +$126K +2,820 +27%
RW
2946
REDW Wealth
New Mexico
$573K +$147K +3,270 +33%
SFI
2947
SPC Financial Inc
Maryland
$570K +$44.8K +1,000 +8%
LW
2948
Linscomb Wealth
Texas
$569K -$75.7K -1,690 -11%
KFA
2949
Kelleher Financial Advisors
New York
$569K – – –
KFG
2950
Kingdom Financial Group
Arizona
$568K +$17K +380 +3%
116 117
118
119 120