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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4076
Sculati Wealth Management
Michigan
$1.06M +$85.6K +621 +9%
STA
4077
Smith Thornton Advisors
Alabama
$1.06M +$30.3K +220 +3%
EWM
4078
Edge Wealth Management
New York
$1.06M -$13K -94 -1%
WFAG
4079
Wescott Financial Advisory Group
Pennsylvania
$1.05M +$538K +3,906 +99%
LRIA
4080
Leonard Rickey Investment Advisors
Washington
$1.05M +$250K +1,816 +30%
CIA
4081
Caerus Investment Advisors
Texas
$1.05M – – –
EIP
4082
Ellis Investment Partners
Pennsylvania
$1.05M -$185K -1,344 -15%
FB
4083
Finward Bancorp
Indiana
$1.05M +$1.08M +7,819 New
POIA
4084
Pin Oak Investment Advisors
Texas
$1.05M – – –
CWAF
4085
Core Wealth Advisors (Florida)
Florida
$1.05M +$6.34K +46 +0.6%
RC
4086
RBO & Co
California
$1.05M – – –
IAA
4087
Ironsides Asset Advisors
North Carolina
$1.05M – – –
SHWM
4088
Smith & Howard Wealth Management
Georgia
$1.04M +$4.55K +33 +0.4%
BMM
4089
Buffington Mohr McNeal
Idaho
$1.04M -$199K -1,445 -16%
RCM
4090
Ridgepath Capital Management
Tennessee
$1.04M -$1.06M -7,707 -50%
SA
4091
Stewardship Advisors
Pennsylvania
$1.04M +$193K +1,397 +22%
SFB
4092
STAR Financial Bank
Indiana
$1.04M +$6.89K +50 +0.7%
VPP
4093
Vertex Planning Partners
Illinois
$1.04M +$117K +851 +12%
KL
4094
KilterHowling LLC
Colorado
$1.04M -$332K -2,411 -23%
RK
4095
Rather & Kittrell
Tennessee
$1.04M +$115K +831 +12%
FFAM
4096
Forge First Asset Management
Canada
$1.04M +$731K +5,300 +220%
SDWMA
4097
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.04M – – –
MCM
4098
Marathon Capital Management
Maryland
$1.03M +$11.7K +85 +1%
BI
4099
Ballast Inc
Kentucky
$1.03M +$17.1K +124 +2%
KW
4100
KWB Wealth
California
$1.03M – – –
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164
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