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Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
3651
Cape Ann Savings Bank
Massachusetts
$613K +$491K +6,780 New
AWMG
3652
Alliance Wealth Management Group
New Jersey
$612K +$11.6K +160 +2%
PCI
3653
Planning Center Inc
Illinois
$610K +$47.1K +650 +11%
OCFG
3654
O'Connor Financial Group
Illinois
$609K +$7.25K +100 +2%
FI
3655
FWG Investments
Kentucky
$608K +$38.4K +530 +9%
BB
3656
Burford Brothers
Texas
$607K -$70.3K -970 -13%
YWM
3657
Yoder Wealth Management
California
$606K +$28.3K +390 +6%
GCA
3658
Genesee Capital Advisors
New York
$602K -$204K -2,810 -30%
RP
3659
Riverwater Partners
Wisconsin
$602K -$201K -2,780 -29%
TCOTS
3660
Trust Company of the South
North Carolina
$602K -$55.8K -770 -10%
BI
3661
Ballast Inc
Kentucky
$601K +$46.4K +640 +11%
RWM
3662
Refined Wealth Management
Utah
$598K – – –
HWM
3663
HRC Wealth Management
Idaho
$598K +$7.25K +100 +2%
CA
3664
Corrado Advisors
New Jersey
$597K +$479K +6,610 New
DA
3665
Detalus Advisors
Missouri
$597K -$60.2K -830 -11%
CAG
3666
Compass Advisory Group
New York
$596K – – –
FW
3667
FirstPurpose Wealth
Utah
$596K +$98.6K +1,360 +25%
EMAM
3668
Encompass More Asset Management
California
$595K +$46.4K +640 +11%
PSB
3669
Passumpsic Savings Bank
Vermont
$595K +$477K +6,580 New
MKC
3670
M. Kraus & Co
Vermont
$594K +$9.42K +130 +2%
CTWM
3671
Cherry Tree Wealth Management
Minnesota
$594K +$322K +4,440 +208%
MSWMA
3672
Market Street Wealth Management Advisors
Indiana
$593K +$20.3K +280 +4%
AWA
3673
ARQ Wealth Advisors
Arizona
$591K +$474K +6,540 New
IFAM
3674
Institutional & Family Asset Management
Colorado
$591K +$42K +580 +10%
DC
3675
Destiny Capital
Colorado
$590K – – –
145 146
147
148 149