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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1676
Pinnacle Wealth Management Group
Michigan
$217K -$49.7K -645 -18%
PB
1677
Pinnacle Bancorp
Nebraska
$217K – – –
SMA
1678
Sage Mountain Advisors
Georgia
$217K +$220K +2,854 New
RIA
1679
Regal Investment Advisors
Michigan
$217K -$33.9K -440 -13%
HCP
1680
Hexagon Capital Partners
Arkansas
$215K -$18.6K -242 -8%
PAM
1681
Paradigm Asset Management
New York
$215K – – –
MFG
1682
Magnus Financial Group
New York
$214K +$217K +2,815 New
OHWP
1683
Oak Harbor Wealth Partners
North Carolina
$214K -$1.54K -20 -0.7%
FWM
1684
FFT Wealth Management
Pennsylvania
$213K -$79.6K -1,034 -27%
CFS
1685
CRA Financial Services
New Jersey
$213K -$23.3K -303 -10%
CIAS
1686
CBIZ Investment Advisory Services
Ohio
$213K +$216K +2,800 New
FWCM
1687
Ferguson Wellman Capital Management
Oregon
$213K +$216K +2,800 New
SDWIA
1688
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$212K +$215K +2,792 New
AWE
1689
Avidian Wealth Enterprises
Texas
$212K +$215K +2,789 New
EWA
1690
Evolution Wealth Advisors
Florida
$210K -$608K -7,897 -74%
WKSWA
1691
White Knight Strategic Wealth Advisors
New Jersey
$208K +$211K +2,737 New
LAM
1692
L2 Asset Management
Massachusetts
$208K +$211K +2,737 New
SFB
1693
STAR Financial Bank
Indiana
$207K +$210K +2,730 New
HS
1694
Horan Securities
United States
$207K +$13.9K +181 +7%
FMTC
1695
Farmers & Merchants Trust Company
California
$206K -$15.6K -202 -7%
SIG
1696
Sargent Investment Group
Maryland
$205K +$210K +2,725 New
PHS
1697
Pekin Hardy Strauss
Illinois
$202K +$205K +2,664 New
RFN
1698
Redwood Financial Network
Ohio
$202K +$205K +2,664 New
FFP
1699
FourThought Financial Partners
Florida
$202K +$205K +2,657 New
TCM
1700
True Capital Management
California
$201K +$204K +2,652 New
66 67
68
69 70