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Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
3026
Lodestar Private Asset Management
California
$919K +$107K +307 +13%
SCA
3027
Sage Capital Advisors
South Dakota
$917K +$29.6K +85 +3%
SCA
3028
St. Clair Advisors
Ohio
$917K – – –
WF
3029
Whelan Financial
California
$912K +$182K +523 +26%
WAOI
3030
Wealth Advisors of Iowa
Iowa
$911K -$43.2K -124 -5%
FB
3031
Finward Bancorp
Indiana
$911K -$20.9K -60 -2%
SCM
3032
SOL Capital Management
Maryland
$910K -$5.23K -15 -0.6%
AI
3033
Axecap Investments
Ohio
$907K +$890K +2,554 New
DSN
3034
D. Scott Neal
Kentucky
$905K – – –
CWM
3035
Cahaba Wealth Management
Georgia
$904K -$76K -218 -8%
NFG
3036
Nadler Financial Group
Illinois
$903K -$58.6K -168 -6%
PWA
3037
Primoris Wealth Advisors
Florida
$903K +$4.53K +13 +0.5%
MWA
3038
Moser Wealth Advisors
Washington
$902K +$21.3K +61 +2%
PCH
3039
PGIM Custom Harvest
New Jersey
$902K -$28.9K -83 -3%
CRIG
3040
Charter Research & Investment Group
Connecticut
$895K – – –
NA
3041
Navellier & Associates
Nevada
$892K – – –
PWA
3042
Provenance Wealth Advisors
Florida
$892K -$351K -1,008 -29%
OWM
3043
OneAscent Wealth Management
Alabama
$890K +$229K +658 +36%
FAG
3044
Fortitude Advisory Group
Washington
$889K +$26.8K +77 +3%
SPW
3045
Sonoma Private Wealth
California
$886K -$8.71K -25 -1%
APWA
3046
Atlas Private Wealth Advisors
New Jersey
$885K +$25.1K +72 +3%
AWS
3047
Aspen Wealth Strategies
Colorado
$884K -$32.4K -93 -4%
MEG
3048
Millstone Evans Group
Colorado
$884K – – –
SPWG
3049
Sage Private Wealth Group
Illinois
$883K +$18.8K +54 +2%
UIM
3050
Unified Investment Management
Georgia
$881K +$12.2K +35 +1%
120 121
122
123 124