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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CPFP
2776
Clear Perspectives Financial Planning
Ohio
$28K – – –
EA
2777
Evolution Advisers
Virginia
$28K +$26.1K +51 New
SJIM
2778
St. Johns Investment Management
Florida
$26K -$130K -254 -85%
GCM
2779
Gladius Capital Management
Illinois
$25K +$22.5K +44 New
OAJ
2780
Ogorek Anthony Joseph
New York
$23K – – –
SA
2781
SRH Advisors
Kansas
$23K – – –
MBFW
2782
Morton Brown Family Wealth
Pennsylvania
$23K +$20.5K +40 New
MIM
2783
Macroview Investment Management
Maryland
$20K +$6.15K +12 +52%
OA
2784
Operose Advisors
Wisconsin
$20K +$18.4K +36 New
RFWA
2785
RPg Family Wealth Advisory
Massachusetts
$18.7K -$9.22K -18 -35%
FPB
2786
First PREMIER Bank
South Dakota
$17K – – –
ARIS
2787
Advanced Research Investment Solutions
California
$17K +$15.4K +30 New
LFA
2788
Level Financial Advisors
New York
$16K +$14.3K +28 New
KFP
2789
KB Financial Partners
New Jersey
$16K +$14.9K +29 New
SC
2790
Schubert & Co
Texas
$16K +$14.9K +29 New
HVM
2791
Harvest Volatility Management
Connecticut
$15.3K -$10.4M -20,362 -100%
SMG
2792
Spectrum Management Group
Indiana
$15K -$47.6K -93 -78%
AW
2793
Avion Wealth
Texas
$15K – – –
NF
2794
Norwood Financial
Pennsylvania
$14K +$12.8K +25 New
M1FG
2795
Mach-1 Financial Group
Arkansas
$13K +$12.3K +24 New
HI
2796
Hudock Inc
Pennsylvania
$12K – – –
OIS
2797
Okabena Investment Services
Minnesota
$12K +$10.8K +21 New
MFA
2798
McClarren Financial Advisors
Pennsylvania
$11K +$1.02K +2 +11%
FQ
2799
First Quadrant
California
$11K +$9.73K +19 New
RDIA
2800
RE Dickinson Investment Advisors
Iowa
$10K +$9.22K +18 New
110 111
112
113 114