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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
3226
CKW Financial Group
Hawaii
$40K – – –
RDFA
3227
Ritter Daniher Financial Advisory
Ohio
$39K -$95.5K -445 -71%
PCMC
3228
Paragon Capital Management (Colorado)
Colorado
$39K +$39.1K +182 New
EAM
3229
Eukles Asset Management
Ohio
$38K – – –
SSC
3230
Syverson Strege & Co
Iowa
$38K – – –
DCM
3231
Disciplina Capital Management
Tennessee
$36.6K -$1.29K -6 -3%
SCA
3232
Stuart Chaussee & Associates
California
$36K +$12K +56 +50%
DI
3233
Disciplined Investments
Oklahoma
$36K +$30.1K +140 +500%
RA
3234
Rise Advisors
New York
$34.8K +$34.6K +161 New
MFA
3235
McClarren Financial Advisors
Pennsylvania
$33K +$644 +3 +2%
BBPWM
3236
Blue Bell Private Wealth Management
Pennsylvania
$32K +$31.3K +146 New
MG
3237
MilWealth Group
Wisconsin
$28.4K – – –
CWM
3238
Cranbrook Wealth Management
Michigan
$28K +$215 +1 +0.8%
OF
3239
Outfitter Financial
Maine
$27K +$26.8K +125 New
MP
3240
McDonald Partners
Ohio
$26.9K -$201K -934 -88%
ACM
3241
Absolute Capital Management
Pennsylvania
$26.9K +$26.6K +124 New
GM
3242
GeoWealth Management
Illinois
$25K +$1.72K +8 +7%
CIR
3243
Clear Investment Research
Georgia
$24K – – –
SC
3244
Steph & Co
Wisconsin
$24K – – –
IA
3245
IFS Advisors
Kansas
$23K +$23.6K +110 New
SFG
3246
Steward Financial Group
Texas
$23K +$23.6K +110 New
BAM
3247
Baldrige Asset Management
Pennsylvania
$22K -$7.51K -35 -26%
RG
3248
Retirement Group
California
$20K -$1.29K -6 -6%
OA
3249
Operose Advisors
Wisconsin
$20K +$19.8K +92 New
AWA
3250
Aquire Wealth Advisors
Utah
$18K +$18K +84 New
128 129
130
131 132