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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
3276
Prota Financial
Texas
$637K +$83.3K +259 +14%
IA
3277
Insight Advisors
Pennsylvania
$635K +$2.89K +9 +0.4%
OCM
3278
Orleans Capital Management
Louisiana
$634K -$119K -370 -15%
PEWA
3279
Pacific Excel Wealth Advisors
California
$634K +$280K +871 +71%
6SA
3280
6th Street Advisors
Alabama
$633K +$674K +2,096 New
CSB
3281
City State Bank
Iowa
$633K +$16.4K +51 +2%
SWM
3282
Stronghold Wealth Management
Florida
$632K +$21.9K +68 +3%
KWA
3283
Kellett Wealth Advisors
Ohio
$628K -$84.9K -264 -11%
ANC
3284
Ames National Corp
Iowa
$628K +$45.7K +142 +7%
WCFA
3285
Walkner Condon Financial Advisors
Wisconsin
$627K -$87.5K -272 -12%
MWA
3286
Monograph Wealth Advisors
California
$626K +$463K +1,440 +229%
JFG
3287
Jefferies Financial Group
New York
$624K -$21.6M -67,081 -97%
AR
3288
Apeiron RIA
Texas
$621K -$6.75K -21 -1%
MTC
3289
Matrix Trust Company
Colorado
$620K +$145K +450 +28%
FA
3290
Fermata Advisors
California
$620K +$55.3K +172 +9%
IWM
3291
Iams Wealth Management
Nebraska
$619K +$297K +924 +82%
CCG
3292
Coastwise Capital Group
California
$612K +$163K +507 +33%
FCM
3293
FJ Capital Management
Virginia
$611K +$17.7K +55 +3%
PFG
3294
PAX Financial Group
Texas
$610K +$64K +199 +11%
ME
3295
McIlrath & Eck
Washington
$610K +$25.4K +79 +4%
FCIM
3296
Fairview Capital Investment Management
California
$610K -$74.6K -232 -10%
HP
3297
Haven Private
Florida
$610K -$27K -84 -4%
MCM
3298
Monarch Capital Management
Indiana
$609K -$1.29K -4 -0.2%
TPBG
3299
Turning Point Benefit Group
Maryland
$609K +$10.3K +32 +2%
CFFP
3300
Center for Financial Planning
Michigan
$606K +$54.7K +170 +9%
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132
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