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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
5576
Cadent Capital Advisors
Oklahoma
$335K -$2.01M -10,788 -86%
WG
5577
Watchman Group
Texas
$333K -$49.1K -264 -13%
HG
5578
Harbor Group
New Hampshire
$332K -$115K -619 -26%
1L
5579
10Elms LLP
Oklahoma
$331K – – –
MFG
5580
Mann Financial Group
Minnesota
$331K +$46.5K +250 +16%
CWM
5581
ClientFirst Wealth Management
Arkansas
$326K – – –
BPWM
5582
BCS Private Wealth Management
New Jersey
$326K -$209K -1,125 -39%
IP
5583
Isthmus Partners
Wisconsin
$326K -$11.2K -60 -3%
CWRP
5584
Cassady Wealth & Retirement Planning
Nevada
$326K +$326K +1,749 New
SA
5585
swisspartners Advisors
Switzerland
$326K – – –
SF
5586
SWP Financial
California
$326K +$11.2K +60 +4%
KBG
5587
Kahn Brothers Group
New York
$325K – – –
BSTWA
5588
Blake Schutter Theil Wealth Advisors
Ohio
$323K +$2.61K +14 +0.8%
CBT
5589
CoreFirst Bank & Trust
Kansas
$322K -$36.3K -195 -10%
DMBA
5590
Deseret Mutual Benefit Administrators
Utah
$319K +$18.8K +101 +6%
EPW
5591
Evergreen Private Wealth
Colorado
$319K +$32.6K +175 +11%
BRIA
5592
Balanced Rock Investment Advisors
Massachusetts
$318K +$44.7K +240 +16%
S
5593
Storgate
Texas
$318K +$318K +1,706 New
KWM
5594
Kaydan Wealth Management
Michigan
$316K – – –
AFA
5595
Alpha Financial Advisors
North Carolina
$316K +$8.19K +44 +3%
FWA
5596
FORM Wealth Advisors
Wisconsin
$314K +$314K +1,686 New
SIC
5597
Sage Investment Counsel
Tennessee
$314K – – –
TIM
5598
Thompson Investment Management
Wisconsin
$311K -$1.3K -7 -0.4%
PP
5599
Pearl Planning
Michigan
$311K +$310K +1,665 New
HIA
5600
HFM Investment Advisors
New Jersey
$309K +$202K +1,086 +190%
222 223
224
225 226