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Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
1101
Strengthening Families & Communities LLC
Massachusetts
$761 – – –
1IA
1102
1620 Investment Advisors
Massachusetts
$743 +$778 +6 New
LWANC
1103
Laurel Wealth Advisors (North Carolina)
North Carolina
$635 +$648 +5 New
AT
1104
Arlington Trust
Alabama
$634 – – –
DCBT
1105
Dakota Community Bank & Trust
North Dakota
$634 – – –
PMFA
1106
Plante Moran Financial Advisors
Michigan
$634 – – –
TFM
1107
TFC Financial Management
Massachusetts
$508 -$1.04K -8 -67%
DFA
1108
DHJJ Financial Advisors
Illinois
$508 – – –
CAM
1109
ClariVest Asset Management
California
$455 – – –
CIR
1110
Clear Investment Research
Georgia
$380 -$648 -5 -63%
CPA
1111
Clear Point Advisors
New York
$380 – – –
WA
1112
WestEnd Advisors
North Carolina
$380 – – –
AFS
1113
Annapolis Financial Services
Maryland
$355 +$389 +3 New
VWA
1114
Valued Wealth Advisors
Utah
$254 -$5.96K -46 -96%
BFS
1115
Bare Financial Services
Pennsylvania
$254 – – –
SL
1116
Salomon & Ludwin
Virginia
$254 – – –
CA
1117
Claris Advisors
Missouri
$254 +$259 +2 New
CJ
1118
Caitlin John
Michigan
$133 – – –
GJIA
1119
Glass Jacobson Investment Advisors
Maryland
$127 – – –
FPFS
1120
First Personal Financial Services
North Carolina
$127 +$130 +1 New
MFG
1121
Mendota Financial Group
Wisconsin
$127 +$130 +1 New
EWP
1122
Elevation Wealth Partners
California
$50 – – –
PCFFS
1123
Pacific Center for Financial Services
California
$8 – – –
DWM
1124
Dogwood Wealth Management
Kansas
$6 – – –
AIM
1125
Alphinity Investment Management
Australia
– -$432M -2,850,209 Closed
43 44
45
46 47