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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3976
Birch Capital Management
Texas
$72.2K – – –
LWA
3977
Lowe Wealth Advisors
Maryland
$66K -$29.4K -235 -27%
APW
3978
Axim Planning & Wealth
Ohio
$61K +$72.3K +578 New
IFA
3979
Interactive Financial Advisors
Illinois
$60K -$238K -1,898 -77%
NIM
3980
NuWave Investment Management
New Jersey
$60K +$71.1K +568 New
RCM
3981
Ravenstone Capital Management
$57.4K – – –
CCM
3982
Copeland Capital Management
Pennsylvania
$55K – – –
EP
3983
Elkhorn Partners
Nebraska
$55K +$20K +160 +44%
WWP
3984
WR Wealth Planners
Missouri
$51.5K +$28.2K +225 +87%
JMF
3985
Johnson Midwest Financial
Iowa
$51K +$2.5K +20 +4%
GIS
3986
Grayhawk Investment Strategies
Alberta, Canada
$49K +$45K +360 New
CMP
3987
Coston McIsaac & Partners
Maine
$49K +$57.6K +460 New
WAM
3988
Westport Asset Management
Connecticut
$46K -$1.04M -8,284 -95%
CCMIC
3989
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$45K +$15K +120 +40%
GIA
3990
Goodwin Investment Advisory
Georgia
$43.7K -$26.2K -209 -34%
EC
3991
Estate Counselors
Wisconsin
$42K – – –
BFG
3992
Baron Financial Group
New Jersey
$38.2K – – –
WFA
3993
West Financial Advisors
Iowa
$34K -$7.51K -60 -16%
LWP
3994
Laurel Wealth Planning
Minnesota
$34K – – –
DCM
3995
Disciplina Capital Management
Tennessee
$34K – – –
MCA
3996
Maryland Capital Advisors
Maryland
$32K – – –
DMKJ
3997
David M. Knott Jr
$32K +$37.5K +300 New
CG
3998
Cutler Group
California
$32K +$38.8K +310 New
BRWM
3999
B. Riley Wealth Management
Tennessee
$30.1K +$2.46M +19,661 +7%
WFA
4000
Wells Financial Advisors
Massachusetts
$30K – – –
158 159
160
161 162