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Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
2751
Intelligent Financial Strategies
Minnesota
$10.4K – – –
PFG
2752
Peterson Financial Group
Iowa
$10.4K +$11K +20 New
SIS
2753
Strategic Investment Solutions
Illinois
$9.32K -$32.9K -60 -77%
WCM
2754
Westend Capital Management
California
$9.32K – – –
RBC
2755
Roble Belko & Company
Pennsylvania
$9K – – –
CCA
2756
Criterion Capital Advisors
Tennessee
$8.89K – – –
DCM
2757
Davidson Capital Management
Texas
$8.8K – – –
GIM
2758
Gold Investment Management
Alberta, Canada
$8.8K – – –
FGC
2759
Financial Gravity Companies
Texas
$8.8K +$9.32K +17 New
TSMHT
2760
Thurston Springer Miller Herd & Titak
Indiana
$8.8K – – –
CHA
2761
Carmichael Hill & Associates
Maryland
$8.29K +$3.29K +6 +60%
CWM
2762
CarsonAllaria Wealth Management
Illinois
$8.28K – – –
ECM
2763
Estabrook Capital Management
New York
$8.28K – – –
1IA
2764
1620 Investment Advisors
Massachusetts
$8.23K +$2.19K +4 +33%
JFA
2765
JNBA Financial Advisors
Minnesota
$7.77K – – –
SL
2766
Salomon & Ludwin
Virginia
$6.73K – – –
PS
2767
PayPay Securities
Japan
$6.21K +$548 +1 +9%
CFG
2768
Copley Financial Group
California
$5.7K +$6.03K +11 New
CJH
2769
Christopher J. Hasenberg
Wisconsin
$5.46K – – –
BCH
2770
Berkshire Capital Holdings
California
$5.18K – – –
BGAI
2771
Bruce G. Allen Investments
Colorado
$5.18K – – –
HFS
2772
HBC Financial Services
Washington
$5K +$6.03K +11 New
ACM
2773
Anfield Capital Management
California
$4.66K – – –
LIM
2774
Longfellow Investment Management
Massachusetts
$4.66K – – –
LAM
2775
Lummis Asset Management
Texas
$4.66K – – –
109 110
111
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