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Name Holding Trade Value Shares
Change 		Change in
Stake
HFBOT
901
Home Federal Bank of Tennessee
Tennessee
$238K – – –
RBC
902
Romano Brothers & Co
Illinois
$237K – – –
DWM
903
Dakota Wealth Management
Florida
$236K +$218K +4,060 New
WI
904
Wintrust Investments
Illinois
$236K -$1.97M -36,560 -90%
IWN
905
Independent Wealth Network
Iowa
$236K -$13.7K -255 -6%
OAS
906
Optivise Advisory Services
Tennessee
$235K -$45.7K -850 -17%
IAIM
907
International Assets Investment Management
Florida
$233K +$538 +10 +0.3%
CCAM
908
Cascades Capital Asset Management
North Carolina
$233K +$215K +4,005 New
SPWM
909
Schrum Private Wealth Management
Florida
$233K +$215K +4,000 New
NCM
910
Neumann Capital Management
California
$233K – – –
CCA
911
Childress Capital Advisors
Texas
$232K -$4.03K -75 -2%
NB
912
Nicolet Bankshares
Wisconsin
$231K – – –
LA
913
Lifeworks Advisors
Michigan
$231K +$214K +3,975 New
HIM
914
Harbour Investment Management
Washington
$230K – – –
BWP
915
Barlow Wealth Partners
Kentucky
$229K – – –
SAM
916
S.A. Mason
Michigan
$227K – – –
DWM
917
Drive Wealth Management
Utah
$227K -$2.15K -40 -1%
MIM
918
Morningstar Investment Management
Illinois
$225K +$199K +3,710 New
AWM
919
AE Wealth Management
Kansas
$224K +$207K +3,860 New
CCB
920
Country Club Bank
Missouri
$223K -$1.34K -25 -0.6%
DAS
921
Dynamic Advisor Solutions
Arizona
$222K -$2.96K -55 -1%
QFA
922
Quantum Financial Advisors
California
$221K +$204K +3,790 New
XT
923
XTX Topco
Cayman Islands
$220K +$203K +3,780 New
MAWA
924
Moss Adams Wealth Advisors
Washington
$219K +$202K +3,760 New
FFM
925
Forum Financial Management
Illinois
$218K +$806 +15 +0.4%
35 36
37
38 39