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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3426
Seelaus Asset Management
New Jersey
$441K +$11.6K +250 +3%
USB
3427
Union Savings Bank
Connecticut
$441K +$13.4K +290 +3%
WF
3428
Whelan Financial
California
$440K +$102K +2,210 +33%
OPWM
3429
Oxinas Partners Wealth Management
Indiana
$440K -$18.1K -390 -4%
FP
3430
Foundry Partners
Minnesota
$438K – – –
CSWG
3431
Cardinal Strategic Wealth Guidance
Kentucky
$438K – – –
BWG
3432
Berry Wealth Group
Texas
$437K +$409K +8,830 New
BBI
3433
Baxter Bros Inc
Connecticut
$436K – – –
BCM
3434
Brookmont Capital Management
Texas
$435K – – –
JF
3435
Joule Financial
Kentucky
$434K +$406K +8,760 New
KS
3436
Karpas Strategies
Connecticut
$433K – – –
BWM
3437
BCS Wealth Management
Tennessee
$433K +$25K +540 +7%
AWM
3438
Alterna Wealth Management
Texas
$433K +$405K +8,740 New
SWMP
3439
Signature Wealth Management Partners
New Jersey
$433K – – –
TLCM
3440
Twin Lakes Capital Management
California
$432K – – –
SFS
3441
Summit Financial Strategies
Ohio
$432K -$211K -4,550 -34%
BMM
3442
Buffington Mohr McNeal
Idaho
$431K – – –
MFG
3443
MidWestOne Financial Group
Iowa
$431K +$29.7K +640 +8%
CIM
3444
Contravisory Investment Management
Massachusetts
$431K +$380K +8,200 +1,640%
SFS
3445
Security Financial Services
Indiana
$431K +$17.6K +380 +5%
SFG
3446
SNS Financial Group
Minnesota
$428K +$43.6K +940 +12%
SWM
3447
Selective Wealth Management
Virginia
$427K +$12.5K +270 +3%
OA
3448
Operose Advisors
Wisconsin
$426K -$229K -4,950 -37%
DW
3449
Dodds Wealth
Colorado
$426K +$399K +8,610 New
MSA
3450
Marino Stram & Associates
Massachusetts
$426K +$17.6K +380 +5%
136 137
138
139 140