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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2326
Tactive Advisors
Florida
$691K +$539K +24,890 New
MIA
2327
MainStreet Investment Advisors
Illinois
$691K -$4.54K -210 -0.8%
WCG
2328
Weaver Consulting Group
California
$690K +$34.4K +1,590 +7%
NRW
2329
Nova R Wealth
Kansas
$689K +$32K +1,480 +6%
LA
2330
Lakeside Advisors
Washington
$689K – – –
LFS
2331
Legacy Financial Strategies
Kansas
$687K +$6.71K +310 +1%
IFS
2332
Ifrah Financial Services
Arkansas
$687K +$12.3K +570 +2%
TW
2333
Towerpoint Wealth
California
$687K +$7.79K +360 +1%
SFG
2334
StrategIQ Financial Group
Indiana
$685K +$11.9K +550 +2%
CIC
2335
Crawford Investment Counsel
Georgia
$683K +$170K +7,860 +47%
BFW
2336
Brady Family Wealth
Missouri
$683K – – –
HT
2337
Heritage Trust
Oklahoma
$683K – – –
BW
2338
Basepoint Wealth
Iowa
$680K -$176K -8,150 -25%
FA
2339
Forefront Analytics
Pennsylvania
$678K – – –
EFG
2340
Ethos Financial Group
Pennsylvania
$678K -$151K -6,980 -22%
SA
2341
Shilanski & Associates
Alaska
$678K +$92K +4,250 +20%
TA
2342
Trellis Advisors
Washington
$677K +$13.9K +640 +3%
EFSCE
2343
Enterprise Financial Services Corp (EFSC)
Missouri
$674K +$23.6K +1,090 +5%
GCA
2344
Gradient Capital Advisors
California
$672K -$3.25K -150 -0.6%
KC
2345
Kades & Cheifetz
Pennsylvania
$671K +$8.22K +380 +2%
DFG
2346
Delta Financial Group
New Jersey
$671K +$88.1K +4,070 +20%
LWA
2347
Lineweaver Wealth Advisors
Ohio
$669K +$2.38K +110 +0.5%
CWM
2348
Curi Wealth Management
North Carolina
$669K -$221K -10,200 -30%
FNBOSM
2349
First National Bank of South Miami
Florida
$667K -$169K -7,830 -25%
IHG
2350
Insight Holdings Group
New York
$667K +$519K +24,000 New
92 93
94
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