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Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
2401
Crescent Grove Advisors
Illinois
$302K -$1.98M -48,715 -87%
KFS
2402
Kelly Financial Services
Massachusetts
$301K -$2.03K -50 -0.7%
IA
2403
Intellus Advisors
Florida
$301K – – –
LF
2404
LifeSteps Financial
California
$301K -$2.39K -59 -0.8%
NWM
2405
Northwest Wealth Management
Iowa
$301K -$16.7K -411 -5%
CA
2406
COFG Advisors
Illinois
$300K +$299K +7,377 New
SFC
2407
Strategic Financial Concepts
Texas
$300K +$27K +666 +10%
CCG
2408
Chatham Capital Group
Georgia
$300K – – –
BWMG
2409
Barnes Wealth Management Group
California
$300K +$933 +23 +0.3%
AF
2410
Apollon Financial
South Carolina
$300K +$35.6K +878 +14%
NL
2411
Navalign LLC
California
$300K -$11.6K -285 -4%
CCAL
2412
City Center Advisors LLC
Michigan
$300K -$10.6K -262 -3%
SFG
2413
Strive Financial Group
Indiana
$300K +$298K +7,354 New
PSB
2414
Passumpsic Savings Bank
Vermont
$299K +$298K +7,348 New
CPA
2415
Clear Point Advisors
New York
$299K -$933 -23 -0.3%
AGA
2416
Arkos Global Advisors
Texas
$298K -$111K -2,737 -27%
CCP
2417
Clarkston Capital Partners
Michigan
$298K +$102K +2,515 +52%
AFPL
2418
Advus Financial Partners, LLC
Florida
$298K -$7.54K -186 -2%
LWM
2419
LJI Wealth Management
Indiana
$298K -$80.7K -1,989 -21%
AIA
2420
Armor Investment Advisors
North Carolina
$297K +$8.15K +201 +3%
FG
2421
Foster Group
Iowa
$297K -$20.1K -495 -6%
BFC
2422
Bedel Financial Consulting
Indiana
$297K +$11.6K +286 +4%
FC
2423
Fairscale Capital
New Hampshire
$296K – – –
PCFFS
2424
Pacific Center for Financial Services
California
$295K – – –
TSWM
2425
Triangle Securities Wealth Management
North Carolina
$295K -$56.8K -1,400 -16%
95 96
97
98 99