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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1301
Ransom Advisory
Rhode Island
$14.7K – – –
KBFS
1302
Kohmann Bosshard Financial Services
Ohio
$14.7K +$16.3K +100 New
NSG
1303
Nalls Sherbakoff Group
Tennessee
$14.7K +$16.3K +100 New
AF
1304
Align Financial
Minnesota
$14.7K +$2.39M +14,658 New
BAM
1305
Bellevue Asset Management
Washington
$14.7K – – –
IAS
1306
IMA Advisory Services
Colorado
$14.5K +$16.1K +99 New
HNW
1307
High Note Wealth
Minnesota
$14.4K – – –
CRI
1308
Commonwealth Retirement Investments
Virginia
$13.8K +$15.3K +94 New
ITIM
1309
Indiana Trust & Investment Management
Indiana
$13.6K – – –
SFCL
1310
Strengthening Families & Communities LLC
Massachusetts
$13.5K -$34.7K -213 -70%
TWD
1311
True Wealth Design
Ohio
$13.2K +$4.07K +25 +38%
EWM
1312
Evermay Wealth Management
Virginia
$13K – – –
MI
1313
Motiv8 Investments
Florida
$13K +$14K +86 New
FA
1314
Fountainhead AM
New Jersey
$12.9K +$14.3K +88 New
OCM
1315
Osbon Capital Management
Massachusetts
$12.9K +$14.3K +88 New
AWM
1316
Abound Wealth Management
Tennessee
$12.6K +$11.1K +68 +378%
MFC
1317
Mechanics Financial Corp
Ohio
$12.5K – – –
BIA
1318
Bell Investment Advisors
California
$12.2K +$326 +2 +2%
PP
1319
Pacifica Partners
Canada
$12K – – –
KG
1320
Kilter Group
New York
$11.9K -$11.4K -70 -46%
BCM
1321
Boreal Capital Management
Florida
$11.7K – – –
M
1322
MOTCO
Texas
$11.7K – – –
SHIM
1323
Stone House Investment Management
Pennsylvania
$11.4K +$3.42K +21 +37%
AWA
1324
Acumen Wealth Advisors
Tennessee
$11.1K +$12.4K +76 New
AIM
1325
Access Investment Management
Georgia
$11.1K – – –
51 52
53
54 55