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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2201
Financial Perspectives
Minnesota
$9K +$81 +1 +0.9%
FC
2202
Family CFO
California
$8.95K – – –
IA
2203
IFS Advisors
Kansas
$8.72K – – –
AWM
2204
Activest Wealth Management
Florida
$8.49K +$896 +11 +11%
CIAS
2205
CBIZ Investment Advisory Services
Ohio
$8.33K – – –
AA
2206
Addison Advisors
Vermont
$8.33K +$5.54K +68 +174%
DWA
2207
Delos Wealth Advisors
Texas
$8.02K – – –
HB
2208
Horizon Bancorp
Indiana
$8K – – –
FG
2209
Fairman Group
Pennsylvania
$7.87K – – –
GWSA
2210
Global Wealth Strategies & Associates
Colorado
$7.55K – – –
RWM
2211
Ruedi Wealth Management
Illinois
$7.55K +$5.95K +73 +304%
CAM
2212
Creekmur Asset Management
Illinois
$7.47K -$814 -10 -9%
PA
2213
Pineridge Advisors
Missouri
$7.01K -$2.36K -29 -24%
KFP
2214
Keener Financial Planning
Texas
$7K – – –
PCM
2215
Penserra Capital Management
California
$7K – – –
SGC
2216
Slocum, Gordon & Co
Rhode Island
$6.85K -$9.61K -118 -57%
VWA
2217
Valued Wealth Advisors
Utah
$6.62K -$652 -8 -9%
FFA
2218
Frazier Financial Advisors
Ohio
$6.31K -$4.48K -55 -40%
MAM
2219
Marquette Asset Management
Minnesota
$6.23K – – –
FFL
2220
Financial Freedom LLC
Ohio
$6.14K – – –
SRCM
2221
Signature Resources Capital Management
California
$5.92K – – –
PS
2222
PayPay Securities
Japan
$5.45K -$163 -2 -3%
MSFP
2223
Mark Sheptoff Financial Planning
Connecticut
$5.37K -$814 -10 -13%
SWM
2224
Sanctuary Wealth Management
Idaho
$5.29K +$5.54K +68 New
SC
2225
Steph & Co
Wisconsin
$5.22K – – –
87 88
89
90 91