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Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
4576
Joseph Group Capital Management
Ohio
$717K – – –
HFAS
4577
Hummer Financial Advisory Services
Illinois
$717K +$2.52K +20 +0.4%
SFP
4578
SwitchPoint Financial Planning
Utah
$716K +$64.7K +514 +13%
PCMC
4579
Paragon Capital Management (Colorado)
Colorado
$715K +$126 +1 +0%
FCG
4580
Financial Connections Group
California
$714K +$533K +4,235 +1,470%
HWP
4581
Hibernia Wealth Partners
Louisiana
$713K +$568K +4,512 New
LD
4582
Lipe & Dalton
New York
$711K +$28.9K +230 +5%
OC
4583
Optima Capital
Oregon
$711K +$64.3K +511 +13%
CWM
4584
Cadence Wealth Management
Massachusetts
$711K +$8.56K +68 +2%
MPCA
4585
Madison Park Capital Advisors
Washington
$711K +$7.8K +62 +1%
IIM
4586
Illumine Investment Management
Washington
$710K +$19.5K +155 +4%
NVIM
4587
New Vernon Investment Management
Illinois
$708K +$564K +4,484 New
TLFA
4588
True Link Financial Advisors
California
$708K -$107K -848 -16%
RWA
4589
Resolute Wealth Advisor
Ohio
$707K +$510K +4,051 New
TCM
4590
Tuttle Capital Management
Connecticut
$706K +$73.2K +582 +15%
WC
4591
Wynn Capital
Georgia
$705K +$309K +2,452 +122%
BAM
4592
Bayshore Asset Management
Florida
$703K -$7.8K -62 -1%
AAMA
4593
Advanced Asset Management Advisors
Ohio
$703K -$8.81K -70 -2%
HCM
4594
Hudson Capital Management
New Jersey
$701K – – –
PP
4595
PrairieView Partners
Minnesota
$700K +$881 +7 +0.2%
FBT
4596
First Bankers Trust
Kentucky
$699K +$9.56K +76 +2%
KFG
4597
Kropog Financial Group
Louisiana
$697K +$50.7K +403 +10%
SVWG
4598
Shared Vision Wealth Group
United States
$696K -$236K -1,879 -32%
BIA
4599
Beacon Investment Advisors
Maryland
$694K +$3.02K +24 +0.5%
CAAM
4600
Cornerstone Advisors Asset Management
Pennsylvania
$692K -$41K -326 -7%
182 183
184
185 186