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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3451
Summit Financial Group
West Virginia
$816K – – –
COCM
3452
Charter Oak Capital Management
New Hampshire
$814K +$273K +3,770 +72%
SCA
3453
Scott Capital Advisors
Oregon
$814K +$304K +4,200 +79%
FWA
3454
FOCUS Wealth Advisors
Texas
$814K – – –
BC
3455
Bridgefront Capital
Texas
$813K -$85.5K -1,180 -12%
CWM
3456
Chicago Wealth Management
Illinois
$813K +$652K +9,000 New
LD
3457
Lipe & Dalton
New York
$813K -$123K -1,700 -16%
PAS
3458
Professional Advisory Services
Florida
$813K – – –
WF
3459
WoodTrust Financial
Wisconsin
$813K +$54.4K +750 +9%
RB
3460
Rodgers Brothers
Pennsylvania
$810K -$15.9K -220 -2%
IAP
3461
Indie Asset Partners
Indiana
$808K +$38.4K +530 +6%
CWA
3462
CJM Wealth Advisers
Virginia
$808K -$280K -3,860 -30%
RF
3463
RHS Financial
California
$808K +$648K +8,940 New
OA
3464
Oracle Alpha
Ontario, Canada
$807K -$778K -10,730 -55%
MIM
3465
MTM Investment Management
South Carolina
$806K -$4.35K -60 -0.7%
CCA
3466
Catalyst Capital Advisors
New York
$806K -$138K -1,900 -18%
SSWG
3467
Seven Springs Wealth Group
Tennessee
$806K -$76.1K -1,050 -11%
JBA
3468
Johnson Bixby & Associates
Washington
$805K +$309K +4,260 +92%
AIM
3469
Aspen Investment Management
Michigan
$804K +$645K +8,900 New
SFS
3470
Security Financial Services
Indiana
$803K +$13.8K +190 +2%
EL
3471
Envoi LLC
Minnesota
$801K +$643K +8,870 New
SCM
3472
Stevens Capital Management
Pennsylvania
$801K -$599K -8,260 -48%
HB
3473
Horizon Bancorp
Indiana
$797K -$69.6K -960 -10%
POIA
3474
Pin Oak Investment Advisors
Texas
$797K +$28.3K +390 +5%
JAM
3475
JCIC Asset Management
Ontario, Canada
$797K +$39.9K +550 +7%
137 138
139
140 141