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Name Holding Trade Value Shares
Change 		Change in
Stake
NSG
1301
Nalls Sherbakoff Group
Tennessee
$14.7K +$16.3K +100 New
AF
1302
Align Financial
Minnesota
$14.7K +$2.39M +14,658 New
BAM
1303
Bellevue Asset Management
Washington
$14.7K – – –
IAS
1304
IMA Advisory Services
Colorado
$14.5K +$16.1K +99 New
HNW
1305
High Note Wealth
Minnesota
$14.4K – – –
CRI
1306
Commonwealth Retirement Investments
Virginia
$13.8K +$15.3K +94 New
ITIM
1307
Indiana Trust & Investment Management
Indiana
$13.6K – – –
SFCL
1308
Strengthening Families & Communities LLC
Massachusetts
$13.5K -$34.7K -213 -70%
TWD
1309
True Wealth Design
Ohio
$13.2K +$4.07K +25 +38%
EWM
1310
Evermay Wealth Management
Virginia
$13K – – –
MI
1311
Motiv8 Investments
Florida
$13K +$14K +86 New
FA
1312
Fountainhead AM
New Jersey
$12.9K +$14.3K +88 New
OCM
1313
Osbon Capital Management
Massachusetts
$12.9K +$14.3K +88 New
AWM
1314
Abound Wealth Management
Tennessee
$12.6K +$11.1K +68 +378%
MFC
1315
Mechanics Financial Corp
Ohio
$12.5K – – –
BIA
1316
Bell Investment Advisors
California
$12.2K +$326 +2 +2%
PP
1317
Pacifica Partners
Canada
$12K – – –
KG
1318
Kilter Group
New York
$11.9K -$11.4K -70 -46%
BCM
1319
Boreal Capital Management
Florida
$11.7K – – –
M
1320
MOTCO
Texas
$11.7K – – –
SHIM
1321
Stone House Investment Management
Pennsylvania
$11.4K +$3.42K +21 +37%
AWA
1322
Acumen Wealth Advisors
Tennessee
$11.1K +$12.4K +76 New
AIM
1323
Access Investment Management
Georgia
$11.1K – – –
TPCW
1324
TD Private Client Wealth
New York
$11K -$2.44K -15 -17%
ICM
1325
Islay Capital Management
Texas
$11K – – –
51 52
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