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Name Holding Trade Value Shares
Change 		Change in
Stake
PB
1676
Pinnacle Bancorp
Nebraska
$217K – – –
SMA
1677
Sage Mountain Advisors
Georgia
$217K +$220K +2,854 New
RIA
1678
Regal Investment Advisors
Michigan
$217K -$33.9K -440 -13%
HCP
1679
Hexagon Capital Partners
Arkansas
$215K -$18.6K -242 -8%
PAM
1680
Paradigm Asset Management
New York
$215K – – –
MFG
1681
Magnus Financial Group
New York
$214K +$217K +2,815 New
OHWP
1682
Oak Harbor Wealth Partners
North Carolina
$214K -$1.54K -20 -0.7%
FWM
1683
FFT Wealth Management
Pennsylvania
$213K -$79.6K -1,034 -27%
CFS
1684
CRA Financial Services
New Jersey
$213K -$23.3K -303 -10%
CIAS
1685
CBIZ Investment Advisory Services
Ohio
$213K +$216K +2,800 New
FWCM
1686
Ferguson Wellman Capital Management
Oregon
$213K +$216K +2,800 New
SDWIA
1687
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$212K +$215K +2,792 New
AWE
1688
Avidian Wealth Enterprises
Texas
$212K +$215K +2,789 New
EWA
1689
Evolution Wealth Advisors
Florida
$210K -$608K -7,897 -74%
WKSWA
1690
White Knight Strategic Wealth Advisors
New Jersey
$208K +$211K +2,737 New
LAM
1691
L2 Asset Management
Massachusetts
$208K +$211K +2,737 New
SFB
1692
STAR Financial Bank
Indiana
$207K +$210K +2,730 New
HS
1693
Horan Securities
United States
$207K +$13.9K +181 +7%
FMTC
1694
Farmers & Merchants Trust Company
California
$206K -$15.6K -202 -7%
SIG
1695
Sargent Investment Group
Maryland
$205K +$210K +2,725 New
PHS
1696
Pekin Hardy Strauss
Illinois
$202K +$205K +2,664 New
RFN
1697
Redwood Financial Network
Ohio
$202K +$205K +2,664 New
FFP
1698
FourThought Financial Partners
Florida
$202K +$205K +2,657 New
TCM
1699
True Capital Management
California
$201K +$204K +2,652 New
IP
1700
Investment Partners
Ohio
$201K -$30.8K -400 -13%
66 67
68
69 70