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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
4026
Castle Wealth Management
Florida
$2.35M -$53.6K -288 -2%
LIA
4027
LifePlan Investment Advisors
North Carolina
$2.35M -$1.6M -8,615 -41%
WAG
4028
Wheelhouse Advisory Group
Missouri
$2.34M +$306K +1,645 +15%
FC
4029
FCA Corp
Texas
$2.34M -$6.14K -33 -0.3%
SWM
4030
SK Wealth Management
Rhode Island
$2.34M -$122K -655 -5%
TI
4031
Truepoint Inc
Ohio
$2.34M -$155K -834 -6%
FPB
4032
First PREMIER Bank
South Dakota
$2.34M -$577K -3,101 -20%
DWA
4033
Delap Wealth Advisory
Oregon
$2.34M +$920K +4,940 +65%
TMC
4034
Themes Management Co
Connecticut
$2.34M +$2.33M +12,540 New
WCM
4035
Warburton Capital Management
Oklahoma
$2.34M +$141K +758 +6%
CAM
4036
Capital Asset Management
Colorado
$2.34M +$2.33M +12,523 New
MIC
4037
Meridian Investment Counsel
California
$2.33M -$95.9K -515 -4%
SA
4038
Stolz & Associates
Washington
$2.33M +$2.33M +12,513 New
VWM
4039
Vermillion Wealth Management
Minnesota
$2.33M +$405K +2,178 +21%
BFPW
4040
BOK Financial Private Wealth
Colorado
$2.33M -$292K -1,567 -11%
SFS
4041
Summit Financial Strategies
Ohio
$2.33M +$119K +637 +5%
DFS
4042
Dixon Fnancial Services
California
$2.33M +$45K +242 +2%
NRW
4043
Nova R Wealth
Kansas
$2.33M +$100K +537 +4%
MW
4044
Members Wealth
Pennsylvania
$2.33M -$140K -751 -6%
RBC
4045
Roble Belko & Company
Pennsylvania
$2.33M +$2.12M +11,370 +1,037%
GFP
4046
Guardian Financial Partners
California
$2.32M +$407K +2,188 +21%
WFC
4047
Western Financial Corp
California
$2.32M +$485K +2,604 +26%
HB
4048
Horizon Bancorp
Indiana
$2.32M -$109K -586 -4%
TWM
4049
Topsail Wealth Management
North Carolina
$2.32M +$11.9K +64 +0.5%
CFA
4050
Cahill Financial Advisors
Minnesota
$2.32M -$233K -1,254 -9%
160 161
162
163 164