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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3001
Bridge Advisory
California
$802K -$70K -1,510 -9%
HNW
3002
High Note Wealth
Minnesota
$802K +$72.8K +1,570 +11%
HB
3003
HTLF Bank
Colorado
$801K +$750K +16,180 New
AWG
3004
Altus Wealth Group
Colorado
$801K -$21.8K -470 -3%
SIC
3005
Shoker Investment Counsel
Ohio
$800K +$22.2K +480 +3%
LSIA
3006
LaSalle St. Investment Advisors
Illinois
$800K +$168K +3,620 +29%
CMBA
3007
C.M. Bidwell & Associates
Hawaii
$799K +$927 +20 +0.1%
FWM
3008
Fairhaven Wealth Management
Illinois
$799K +$134K +2,890 +22%
RPCA
3009
Running Point Capital Advisors
California
$798K -$7.42K -160 -1%
PBO
3010
Peoples Bank (Ohio)
Ohio
$796K -$41.2K -890 -5%
GWP
3011
Gateway Wealth Partners
Wisconsin
$794K -$501K -10,810 -40%
TA
3012
Tactive Advisors
Florida
$793K -$165K -3,560 -18%
PWM
3013
Proathlete Wealth Management
Florida
$793K +$741K +16,000 New
PCC
3014
Park Circle Company
Maryland
$792K – – –
EFG
3015
Ethos Financial Group
Pennsylvania
$791K +$165K +3,550 +29%
FWM
3016
FMB Wealth Management
California
$790K -$3.71K -80 -0.5%
RWA
3017
Rooted Wealth Advisors
Illinois
$787K -$50.5K -1,090 -9%
PCM
3018
Poehling Capital Management
Wisconsin
$784K +$1.85K +40 +0.3%
WAM
3019
Wallington Asset Management
Indiana
$783K -$67.2K -1,450 -8%
SWM
3020
Salvus Wealth Management
New Jersey
$782K -$15.3K -330 -2%
HAG
3021
HF Advisory Group
Maryland
$781K +$41.2K +890 +6%
CAL
3022
Capital Advisors Ltd
Ohio
$781K -$6.49K -140 -0.9%
BW
3023
BIP Wealth
Georgia
$780K -$3.24K -70 -0.4%
AWS
3024
Arkfeld Wealth Strategies
Nebraska
$780K +$146K +3,150 +27%
IIC
3025
Integrated Investment Consultants
Michigan
$777K +$29.7K +640 +4%
119 120
121
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