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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
3176
CVFG LLC
Indiana
$694K +$71K +205 +11%
MCM
3177
Monarch Capital Management
Indiana
$694K -$1.73K -5 -0.2%
WA
3178
Wealthstream Advisors
New York
$694K +$32.5K +94 +5%
CFFP
3179
Center for Financial Planning
Michigan
$694K – – –
ALA
3180
Atlas Legacy Advisors
California
$694K +$256K +739 +57%
FL
3181
FreeGulliver LLC
Louisiana
$693K +$326K +941 +86%
TWP
3182
Tower Wealth Partners
Pennsylvania
$693K +$4.15K +12 +0.6%
ABWM
3183
Alpine Bank Wealth Management
Colorado
$693K +$6.23K +18 +0.9%
EAM
3184
Evanson Asset Management
California
$692K -$51.9K -150 -7%
ANC
3185
Ames National Corp
Iowa
$691K +$8.65K +25 +1%
CIP
3186
Convergence Investment Partners
Florida
$690K -$10K -29 -1%
GFG
3187
Goldstone Financial Group
Illinois
$690K +$25.6K +74 +4%
KWA
3188
Kellett Wealth Advisors
Ohio
$688K +$66.8K +193 +11%
TPBG
3189
Turning Point Benefit Group
Maryland
$688K +$111K +322 +19%
OFO
3190
OneAscent Family Office
Alabama
$686K -$16.6K -48 -2%
IF
3191
Integrity Financial
Wyoming
$684K +$108K +311 +18%
GSIS
3192
Global Strategic Investment Solutions
Arizona
$683K -$7.61K -22 -1%
MMH
3193
Menora Mivtachim Holdings
Israel
$683K +$346K +1,000 +100%
SPA
3194
Sherbrooke Park Advisers
New York
$680K -$29.4K -85 -4%
HZ
3195
Hixon Zuercher
Ohio
$680K – – –
VFPW
3196
Vantage Financial Partners (Wisconsin)
Wisconsin
$680K +$1.38K +4 +0.2%
CBT
3197
CoreFirst Bank & Trust
Kansas
$679K -$24.2K -70 -3%
PHWM
3198
Pine Harbor Wealth Management
Maryland
$678K – – –
JJBC
3199
James J. Burns & Company
New York
$677K -$5.54K -16 -0.8%
A
3200
AlphaQuest
New York
$676K -$158K -457 -19%
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128
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