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Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
3026
Wood Tarver Financial Group
Idaho
$5K +$6.2K +147 New
CWM
3027
Copia Wealth Management
Oregon
$4.56K +$4.81K +114 New
MCA
3028
Maryland Capital Advisors
Maryland
$4.52K – – –
TFA
3029
Toth Financial Advisory
Virginia
$4.4K – – –
TVWM
3030
Tower View Wealth Management
Wisconsin
$4.16K -$4.22K -100 -49%
HB
3031
Horizon Bancorp
Indiana
$4K -$2.28K -54 -34%
MIFH
3032
Migdal Insurance & Financial Holdings
Israel
$4K – – –
EPW
3033
Evergreen Private Wealth
Colorado
$4K – – –
IRAG
3034
Investment Research & Advisory Group
Georgia
$4K – – –
PPWM
3035
PFG Private Wealth Management
Florida
$3.72K – – –
CIM
3036
Contravisory Investment Management
Massachusetts
$3.48K – – –
GWSA
3037
Global Wealth Strategies & Associates
Colorado
$3.24K – – –
GFL
3038
Granite FO LLC
New Hampshire
$3.08K – – –
HWM
3039
HighMark Wealth Management
Minnesota
$2.99K -$1.98K -47 -39%
NS
3040
NBC Securities
Alabama
$2.76K -$3.06M -72,622 -100%
EPAM
3041
Evelyn Partners Asset Management
$2.76K +$2.91K +69 New
TCA
3042
Trifecta Capital Advisors
Illinois
$2.04K – – –
TFA
3043
Transamerica Financial Advisors
Florida
$2K -$295 -7 -20%
FCG
3044
Financial Connections Group
California
$2K – – –
DCM
3045
Davis Capital Management
Florida
$2K +$2.11K +50 New
BIM
3046
Breakwater Investment Management
Washington
$1.6K – – –
CF
3047
Conquis Financial
California
$1.48K +$1.56K +37 New
WA
3048
WestEnd Advisors
North Carolina
$1.16K -$127 -3 -9%
WCM
3049
WealthTrak Capital Management
Virginia
$600 +$633 +15 New
ICCON
3050
Investment Counsel Company of Nevada
Nevada
$520 +$548 +13 New
120 121
122
123 124