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Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
3151
Aspen Wealth Strategies
Colorado
$742K +$13.5K +42 +2%
NAAA
3152
New Age Alpha Advisors
New York
$741K -$6.75K -21 -0.8%
BFS
3153
BridgePort Financial Solutions
Iowa
$739K +$30.9K +96 +4%
NFG
3154
Nadler Financial Group
Illinois
$739K -$131K -406 -14%
CPL
3155
CAP Partners LLC
Tennessee
$739K +$4.82K +15 +0.6%
MEG
3156
Millstone Evans Group
Colorado
$735K -$18.3K -57 -2%
SIA
3157
SGL Investment Advisors
Montana
$734K +$7.72K +24 +1%
SWM
3158
Stockman Wealth Management
Montana
$733K +$16.1K +50 +2%
PVM
3159
Palogic Value Management
Texas
$731K – – –
SWM
3160
Scissortail Wealth Management
Oklahoma
$730K – – –
TA
3161
TFB Advisors
Kansas
$730K -$251K -780 -24%
CL
3162
CPWA LLC
Oregon
$729K +$724K +2,252 New
DWM
3163
Dogwood Wealth Management
Kansas
$728K +$107K +334 +16%
EB
3164
Exchange Bank
California
$728K – – –
KCP
3165
Kera Capital Partners
California
$726K +$15.1K +47 +2%
PFM
3166
Phillips Financial Management
Indiana
$726K -$56.3K -175 -7%
WSWA
3167
Warren Street Wealth Advisors
California
$726K -$42.1K -131 -5%
OWM
3168
OneAscent Wealth Management
Alabama
$724K -$2.57K -8 -0.3%
FI
3169
Financial Insights
Washington
$722K – – –
USWIA
3170
UP Strategic Wealth Investment Advisors
Pennsylvania
$721K -$155K -481 -18%
EFH
3171
Eaton Financial Holdings
Florida
$721K – – –
EIG
3172
Ellenbecker Investment Group
Wisconsin
$721K +$79.4K +247 +12%
TGIA
3173
Torrey Growth & Income Advisors
California
$721K +$16.1K +50 +2%
C1AG
3174
Client 1st Advisory Group
Florida
$719K +$5.14K +16 +0.7%
DM
3175
Diversified Management
Wisconsin
$719K +$325K +1,010 +74%
125 126
127
128 129