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Name Holding Trade Value Shares
Change 		Change in
Stake
BAMG
3676
Brand Asset Management Group
Missouri
$55K – – –
DRS
3677
Deane Retirement Strategies
Louisiana
$55K – – –
HRC
3678
Hoertkorn Richard Charles
$55K – – –
SA
3679
SRH Advisors
Kansas
$55K – – –
IA
3680
IFS Advisors
Kansas
$55K +$54.3K +340 New
WFA
3681
West Financial Advisors
Iowa
$55K +$54.3K +340 New
JMF
3682
Johnson Midwest Financial
Iowa
$52K +$51.1K +320 New
CAC
3683
Core Alternative Capital
Georgia
$49K +$47.9K +300 New
LFASL
3684
Lugano Financial Advisors SA (LFA)
Switzerland
$46K -$9.57K -60 -18%
KC
3685
Kinloch Capital
Virginia
$42K +$41.5K +260 New
TC
3686
Tacita Capital
Ontario, Canada
$39K +$38.3K +240 New
BCH
3687
Berkshire Capital Holdings
California
$33K -$42.7M -267,800 -100%
LAM
3688
Lountzis Asset Management
Pennsylvania
$33K – – –
BFG
3689
Baron Financial Group
New Jersey
$32.6K – – –
CL
3690
COWA LLC
Oklahoma
$32K +$31.9K +200 New
KLWA
3691
Kelly Lawrence W & Associates
California
$26K -$399K -2,500 -94%
DI
3692
Disciplined Investments
Oklahoma
$26K -$3.19K -20 -11%
CIAS
3693
CBIZ Investment Advisory Services
Ohio
$26K – – –
ARIS
3694
Advanced Research Investment Solutions
California
$26K +$25.5K +160 New
RA
3695
Resolute Advisors
California
$26K +$25.5K +160 New
T2I
3696
Turim 21 Investimentos
Brazil
$23K -$137M -858,060 -100%
EAM
3697
Eukles Asset Management
Ohio
$23K – – –
IHWM
3698
Iron Horse Wealth Management
Iowa
$20K +$19.1K +120 New
DCM
3699
Disciplina Capital Management
Tennessee
$19.5K +$19.1K +120 New
RWG
3700
Regal Wealth Group
California
$18K +$3.19K +20 +20%
146 147
148
149 150