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Name Holding Trade Value Shares
Change 		Change in
Stake
IJWM
3026
Inman Jager Wealth Management
Mississippi
$648K +$53.6K +121 +9%
MCM
3027
Monument Capital Management
Virginia
$647K +$55K +124 +9%
PPH
3028
Pure Portfolios Holdings
Oregon
$645K +$40.3K +91 +7%
VH
3029
Visionary Horizons
Tennessee
$644K +$111K +251 +21%
HW
3030
HORAN Wealth
Ohio
$644K +$97.1K +219 +18%
IASG
3031
Investment Advisory Services Group
Florida
$643K +$633K +1,429 New
AWG
3032
Altus Wealth Group
Colorado
$641K -$10.2K -23 -2%
SAM
3033
S.A. Mason
Michigan
$640K +$26.6K +60 +4%
SHFA
3034
SS&H Financial Advisors
Michigan
$639K – – –
AT
3035
Adelphi Trust
Florida
$638K +$629K +1,418 New
SFG
3036
Sunburst Financial Group
Alabama
$637K +$17.7K +40 +3%
SWP
3037
Summit Wealth Partners
Florida
$637K -$6.21K -14 -1%
AAM
3038
Austin Asset Management
Texas
$637K +$4.88K +11 +0.8%
NWM
3039
Nolet Wealth Management
Texas
$636K +$627K +1,414 New
SFG
3040
SevenBridge Financial Group
Pennsylvania
$636K +$97.1K +219 +18%
CAG
3041
Curtis Advisory Group
California
$635K -$24.4K -55 -4%
JHCP
3042
Jackson Hole Capital Partners
Oklahoma
$635K +$56.3K +127 +10%
BWAM
3043
Boyd Watterson Asset Management
Ohio
$634K +$20.8K +47 +3%
BB
3044
Berkshire Bank
Massachusetts
$634K – – –
OC
3045
Optima Capital
Oregon
$633K -$887 -2 -0.1%
FF
3046
Foundry Financial
California
$632K +$623K +1,406 New
CA
3047
CapWealth Advisors
Tennessee
$632K +$41.2K +93 +7%
WCM
3048
Windsor Capital Management
Arizona
$631K +$50.1K +113 +9%
CAG
3049
Centerpoint Advisory Group
Kansas
$630K +$4.43K +10 +0.7%
CI
3050
Cherokee Insurance
Michigan
$630K – – –
120 121
122
123 124