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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2951
Affiance Financial
Minnesota
$10.5K +$10K +220 New
OAJ
2952
Ogorek Anthony Joseph
New York
$8K – – –
ST
2953
Sageworth Trust
Pennsylvania
$8K +$2.78K +61 +61%
RDFA
2954
Ritter Daniher Financial Advisory
Ohio
$7.91K – – –
SGC
2955
Slocum, Gordon & Co
Rhode Island
$7.86K +$7.51K +165 New
TJHA
2956
Thomas J. Herzfeld Advisors
Florida
$7.67K – – –
PS
2957
PayPay Securities
Japan
$7.53K +$7.19K +158 New
CDIA
2958
Capital Directions Investment Advisors
Georgia
$6.67K +$6.37K +140 New
PWS
2959
Paragon Wealth Strategies
Florida
$6.56K +$91 +2 +1%
BA
2960
Bellwether Advisors
Nebraska
$6.48K -$8.28K -182 -57%
SSC
2961
Syverson Strege & Co
Iowa
$6.32K +$637 +14 +12%
UOTTAIMCU
2962
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$6K +$5.69K +125 New
IAS
2963
IMA Advisory Services
Colorado
$5.86K -$410 -9 -7%
AA
2964
AlphaMark Advisors
Kentucky
$5K – – –
CPA
2965
Cowen Prime Advisors
New York
$5K – – –
SWM
2966
Sanctuary Wealth Management
Idaho
$4.86K +$4.64K +102 New
CWM
2967
Cranbrook Wealth Management
Michigan
$4.76K – – –
CCM
2968
Copeland Capital Management
Pennsylvania
$4K +$1K +22 +42%
HWP
2969
Highline Wealth Partners
California
$3.86K – – –
BCPWM
2970
Bradley & Co Private Wealth Management
Florida
$3.1K – – –
PLU
2971
Performa Ltd (US)
South Carolina
$2.38K – – –
TWP
2972
TFO Wealth Partners
Ohio
$2.25K +$683 +15 New
LG
2973
LAM Group
Oregon
$2K +$1.91K +42 New
CAM
2974
ClariVest Asset Management
California
$2K – – –
GI
2975
GS Investments
Minnesota
$1.81K – – –
117 118
119
120 121