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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3651
Sanctuary Wealth Management
Idaho
$614K +$141K +1,950 +40%
AMG
3652
Asset Management Group
Connecticut
$613K +$6.52K +90 +1%
CASB
3653
Cape Ann Savings Bank
Massachusetts
$613K +$491K +6,780 New
AWMG
3654
Alliance Wealth Management Group
New Jersey
$612K +$11.6K +160 +2%
PCI
3655
Planning Center Inc
Illinois
$610K +$47.1K +650 +11%
OCFG
3656
O'Connor Financial Group
Illinois
$609K +$7.25K +100 +2%
FI
3657
FWG Investments
Kentucky
$608K +$38.4K +530 +9%
BB
3658
Burford Brothers
Texas
$607K -$70.3K -970 -13%
YWM
3659
Yoder Wealth Management
California
$606K +$28.3K +390 +6%
GCA
3660
Genesee Capital Advisors
New York
$602K -$204K -2,810 -30%
RP
3661
Riverwater Partners
Wisconsin
$602K -$201K -2,780 -29%
TCOTS
3662
Trust Company of the South
North Carolina
$602K -$55.8K -770 -10%
BI
3663
Ballast Inc
Kentucky
$601K +$46.4K +640 +11%
RWM
3664
Refined Wealth Management
Utah
$598K – – –
HWM
3665
HRC Wealth Management
Idaho
$598K +$7.25K +100 +2%
CA
3666
Corrado Advisors
New Jersey
$597K +$479K +6,610 New
DA
3667
Detalus Advisors
Missouri
$597K -$60.2K -830 -11%
CAG
3668
Compass Advisory Group
New York
$596K – – –
FW
3669
FirstPurpose Wealth
Utah
$596K +$98.6K +1,360 +25%
EMAM
3670
Encompass More Asset Management
California
$595K +$46.4K +640 +11%
PSB
3671
Passumpsic Savings Bank
Vermont
$595K +$477K +6,580 New
MKC
3672
M. Kraus & Co
Vermont
$594K +$9.42K +130 +2%
CTWM
3673
Cherry Tree Wealth Management
Minnesota
$594K +$322K +4,440 +208%
MSWMA
3674
Market Street Wealth Management Advisors
Indiana
$593K +$20.3K +280 +4%
AWA
3675
ARQ Wealth Advisors
Arizona
$591K +$474K +6,540 New
145 146
147
148 149