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Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
2951
1ST Source Bank
Indiana
$371K +$7.23K +24 +2%
PGWM
2952
Pitti Group Wealth Management
New York
$370K -$77.7K -258 -18%
1WM
2953
1900 Wealth Management
Texas
$370K -$159K -528 -31%
SWM
2954
Stockman Wealth Management
Montana
$369K +$31.9K +106 +10%
RFN
2955
RDA Financial Network
Iowa
$368K -$45.5K -151 -12%
BFS
2956
Burkett Financial Services
South Carolina
$368K +$7.53K +25 +2%
FA
2957
FSA Advisors
Michigan
$368K +$78.6K +261 +29%
VH
2958
Visionary Horizons
Tennessee
$367K +$56.6K +188 +19%
IPA
2959
Investment Planning Advisors
Georgia
$367K -$65.1K -216 -16%
BI
2960
Bolthouse Investments
California
$367K – – –
MIM
2961
Merrion Investment Management
New Jersey
$367K – – –
HBS
2962
Howard Bailey Securities
Indiana
$367K +$53.6K +178 +18%
SIM
2963
Synergy Investment Management
Florida
$367K -$5.72K -19 -2%
LWMI
2964
Legacy Wealth Management (Idaho)
Idaho
$366K +$43.4K +144 +14%
LIS
2965
Legacy Investment Solutions
Idaho
$366K +$347K +1,152 New
MWA
2966
Meridian Wealth Advisors
Texas
$366K -$24.4K -81 -7%
AFA
2967
AA Financial Advisors
Ohio
$366K +$55.1K +183 +19%
KFC
2968
Klingenstein Fields & Co
New York
$365K +$41K +136 +13%
AWP
2969
Axis Wealth Partners
Rhode Island
$365K -$44.6K -148 -11%
DAL
2970
Delta Accumulation LLC
California
$365K – – –
NECFA
2971
New England Capital Financial Advisors
Connecticut
$365K +$23.8K +79 +7%
DJYG
2972
David J. Yvars Group
Florida
$365K – – –
BFF
2973
Byrne Financial Freedom
Massachusetts
$365K +$3.01K +10 +0.9%
KMWM
2974
Keudell/Morrison Wealth Management
Oregon
$364K +$51.2K +170 +17%
CCA
2975
Cypress Capital Advisors
Tennessee
$364K -$2.11K -7 -0.6%
117 118
119
120 121