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Name Holding Trade Value Shares
Change 		Change in
Stake
HAFG
4101
Hansen & Associates Financial Group
California
$1.33M +$1.06M +8,442 New
VBWMG
4102
Von Berge Wealth Management Group
California
$1.33M – – –
MAA
4103
Matrix Asset Advisors
New York
$1.33M -$311K -2,475 -23%
HSWM
4104
Hubbell Strickland Wealth Management
Louisiana
$1.33M +$14.7K +117 +1%
VAF
4105
Values Added Financial
District of Columbia
$1.33M +$137K +1,088 +15%
HB
4106
Horizon Bancorp
Indiana
$1.32M -$80.2K -637 -7%
PAS
4107
Professional Advisory Services
Florida
$1.32M -$1.26K -10 -0.1%
DAC
4108
Dividend Assets Capital
South Carolina
$1.32M – – –
SHWM
4109
Smith & Howard Wealth Management
Georgia
$1.32M -$69.8K -555 -6%
HWA
4110
Hilltop Wealth Advisors
North Carolina
$1.32M +$210K +1,665 +25%
CPC
4111
CFC Planning Company
Indiana
$1.32M +$34K +270 +3%
LOPW
4112
Live Oak Private Wealth
North Carolina
$1.31M -$95.9K -762 -8%
HIM
4113
Harbour Investment Management
Washington
$1.31M +$30.2K +240 +3%
WIP
4114
WealthCare Investment Partners
Rhode Island
$1.31M +$287K +2,277 +38%
TIM
4115
Total Investment Management
Arizona
$1.31M -$400K -3,179 -28%
TCM
4116
Tandem Capital Management
New Jersey
$1.31M +$59.1K +470 +6%
BH
4117
Burk Holdings
Oklahoma
$1.31M +$20K +159 +2%
MMC
4118
Mizuho Markets Cayman
Cayman Islands
$1.31M -$1.84M -14,610 -64%
DEM
4119
Disciplined Equity Management
Florida
$1.3M -$92.6K -736 -8%
AC
4120
Avant Capital
Louisiana
$1.3M +$15.2K +121 +1%
KL
4121
KilterHowling LLC
Colorado
$1.3M +$1.76K +14 +0.2%
FFL
4122
Financial Freedom LLC
Ohio
$1.3M +$112K +891 +12%
STA
4123
Smith Thornton Advisors
Alabama
$1.3M +$14.8K +118 +1%
ACA
4124
Affinity Capital Advisors
California
$1.3M -$65.1K -517 -6%
VPP
4125
Vertex Planning Partners
Illinois
$1.29M +$93.3K +741 +10%
163 164
165
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