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Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
3501
Retirement Income Solutions
Michigan
$2.12M -$28.7K -201 -1%
SA
3502
Scarborough Advisors
Maryland
$2.12M -$150K -1,049 -6%
PCM
3503
Pointe Capital Management
Michigan
$2.11M +$12.3K +86 +0.5%
NQWM
3504
Northwest Quadrant Wealth Management
Oregon
$2.11M +$692K +4,841 +42%
VAG
3505
VisionPoint Advisory Group
Texas
$2.11M -$581K -4,063 -23%
PS
3506
Planned Solutions
California
$2.11M -$86.9K -608 -4%
OWA
3507
Opal Wealth Advisors
New York
$2.1M -$11.7K -82 -0.5%
FAM
3508
Fenimore Asset Management
New York
$2.1M -$286 -2 -0%
HIC
3509
Harvey Investment Company
Kentucky
$2.1M +$350K +2,450 +18%
EP
3510
Elkhorn Partners
Nebraska
$2.1M -$15.7K -110 -0.7%
PIM
3511
Parker Investment Management
California
$2.09M -$56K -392 -2%
LHEI
3512
Leo H. Evart Inc
California
$2.09M +$15.3K +107 +0.7%
AFS
3513
Aft Forsyth & Sober
Florida
$2.09M – – –
BDFN
3514
Bond & Devick Financial Network
Minnesota
$2.09M +$286 +2 +0%
BG
3515
Benedetti & Gucer
Georgia
$2.09M -$106K -739 -4%
FWM
3516
Forza Wealth Management
Florida
$2.08M +$2.29M +16,026 New
FWA
3517
Freedom Wealth Alliance
Wisconsin
$2.08M +$2.29M +16,024 New
LB
3518
Legacy Bridge
Iowa
$2.08M +$274K +1,916 +14%
TIM
3519
Thornburg Investment Management
New Mexico
$2.08M -$2.03M -14,176 -47%
TCM
3520
Tradewinds Capital Management
Washington
$2.08M +$133K +930 +6%
GIM
3521
Greenwich Investment Management
Connecticut
$2.08M -$2.14K -15 -0.1%
AIM
3522
Aspen Investment Management
Michigan
$2.08M -$376K -2,633 -14%
WAG
3523
Wallace Advisory Group
California
$2.07M +$2.28M +15,956 New
LSIA
3524
LaSalle St. Investment Advisors
Illinois
$2.07M +$2.27M +15,908 New
B
3525
Barings
North Carolina
$2.07M -$865K -6,056 -28%
139 140
141
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