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Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
4276
TD Ameritrade Investment Management
Nebraska
$120K -$25.4K -222 -19%
BHWM
4277
Bay Harbor Wealth Management
Maryland
$118K -$8.22K -72 -7%
CMA
4278
Cedar Mountain Advisors
Oregon
$115K -$7.31K -64 -7%
SIS
4279
Strategic Investment Solutions
Illinois
$112K -$893K -7,817 -90%
CFS
4280
CGC Financial Services
Oregon
$106K +$92.8K +813 New
MFT
4281
Moisand Fitzgerald Tamayo
Florida
$98.6K -$79.4K -695 -48%
BCM
4282
Birch Capital Management
Texas
$96.5K +$4.57K +40 +6%
DCM
4283
Disciplina Capital Management
Tennessee
$94.5K +$50.5K +442 +156%
FC
4284
Family CFO
California
$93.9K – – –
MIM
4285
Macroview Investment Management
Maryland
$85.4K +$4.57K +40 +7%
DI
4286
Disciplined Investments
Oklahoma
$85.3K -$58K -508 -44%
EA
4287
Evolution Advisers
Virginia
$73K – – –
CCM
4288
Copeland Capital Management
Pennsylvania
$67.8K – – –
YAL
4289
Your Advocates Ltd
Texas
$63.2K – – –
BFA
4290
BBJS Financial Advisors
Washington
$62.6K – – –
RWM
4291
Ruedi Wealth Management
Illinois
$62.6K – – –
CI
4292
Cordant Inc
Oregon
$59.2K – – –
SWM
4293
Sanctuary Wealth Management
Idaho
$57.2K +$50.1K +439 New
VIA
4294
Virtus Investment Advisers
Connecticut
$57.1K – – –
APW
4295
Atlantic Private Wealth
North Carolina
$54.8K – – –
GIS
4296
Grayhawk Investment Strategies
Alberta, Canada
$46.9K – – –
DRS
4297
Deane Retirement Strategies
Louisiana
$44.3K – – –
WFA
4298
West Financial Advisors
Iowa
$41.7K – – –
AIA
4299
Arcadia Investment Advisors
Idaho
$39.1K – – –
DMKJ
4300
David M. Knott Jr
$39K – – –
170 171
172
173 174