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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2401
Partnership Wealth Management
Maryland
$303K – – –
WF
2402
WoodTrust Financial
Wisconsin
$303K +$37.8K +933 +14%
IA
2403
IFG Advisors
Missouri
$303K – – –
ICP
2404
Impact Capital Partners
Colorado
$302K +$36.8K +907 +14%
CGA
2405
Crescent Grove Advisors
Illinois
$302K -$1.98M -48,715 -87%
KFS
2406
Kelly Financial Services
Massachusetts
$301K -$2.03K -50 -0.7%
IA
2407
Intellus Advisors
Florida
$301K – – –
LF
2408
LifeSteps Financial
California
$301K -$2.39K -59 -0.8%
NWM
2409
Northwest Wealth Management
Iowa
$301K -$16.7K -411 -5%
CA
2410
COFG Advisors
Illinois
$300K +$299K +7,377 New
SFC
2411
Strategic Financial Concepts
Texas
$300K +$27K +666 +10%
CCG
2412
Chatham Capital Group
Georgia
$300K – – –
BWMG
2413
Barnes Wealth Management Group
California
$300K +$933 +23 +0.3%
AF
2414
Apollon Financial
South Carolina
$300K +$35.6K +878 +14%
NL
2415
Navalign LLC
California
$300K -$11.6K -285 -4%
CCAL
2416
City Center Advisors LLC
Michigan
$300K -$10.6K -262 -3%
SFG
2417
Strive Financial Group
Indiana
$300K +$298K +7,354 New
PSB
2418
Passumpsic Savings Bank
Vermont
$299K +$298K +7,348 New
CPA
2419
Clear Point Advisors
New York
$299K -$933 -23 -0.3%
AGA
2420
Arkos Global Advisors
Texas
$298K -$111K -2,737 -27%
CCP
2421
Clarkston Capital Partners
Michigan
$298K +$102K +2,515 +52%
LWM
2422
LJI Wealth Management
Indiana
$298K -$80.7K -1,989 -21%
AIA
2423
Armor Investment Advisors
North Carolina
$297K +$8.15K +201 +3%
FG
2424
Foster Group
Iowa
$297K -$20.1K -495 -6%
BFC
2425
Bedel Financial Consulting
Indiana
$297K +$11.6K +286 +4%
95 96
97
98 99