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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
4051
Tacita Capital
Ontario, Canada
$47.1K -$6.51K -35 -11%
PMAM
4052
Picton Mahoney Asset Management
Ontario, Canada
$45.1K +$50.6K +272 New
AF
4053
Align Financial
Minnesota
$44.9K – – –
MAM
4054
Marquette Asset Management
Minnesota
$44.3K -$558 -3 -1%
JFG
4055
JDM Financial Group
Texas
$44.1K – – –
MCI
4056
MRP Capital Investments
Georgia
$43.8K – – –
SRCM
4057
Signature Resources Capital Management
California
$42.4K +$931 +5 +2%
FDW
4058
Fourth Dimension Wealth
Ohio
$41.9K -$31.6K -170 -40%
BFP
4059
Birchwood Financial Partners
Minnesota
$41.9K – – –
BH
4060
Burk Holdings
Oklahoma
$41.6K – – –
SFS
4061
Sunrise Financial Services
Washington
$41.1K -$4.65K -25 -9%
SFCL
4062
Strengthening Families & Communities LLC
Massachusetts
$40.9K +$6.33K +34 +16%
CWM
4063
Consultiva Wealth Management
Puerto Rico
$40.8K – – –
BFG
4064
Brandywine Financial Group
Tennessee
$40K – – –
VERPA
4065
Virginia Estate & Retirement Planning Advisors
Virginia
$39.8K – – –
DSC
4066
Daytona Street Capital
Missouri
$38.8K – – –
BHWM
4067
Bay Harbor Wealth Management
Maryland
$35.8K +$6.51K +35 +19%
IPS
4068
Investors Portfolio Services
Washington
$35.5K -$4.65K -25 -10%
APW
4069
Atlantic Private Wealth
North Carolina
$34.7K – – –
SWA
4070
Strategic Wealth Advisors
Arizona
$33K +$14K +75 +52%
MIM
4071
Marshall Investment Management
Colorado
$32.7K +$36.7K +197 New
DF
4072
Downshift Financial
Colorado
$31K +$34.8K +187 New
SC
4073
Swan Capital
Florida
$30.8K +$3.16K +17 +10%
PP
4074
Paladin Partners
Wisconsin
$30.3K – – –
PWA
4075
Principia Wealth Advisory
Texas
$30K +$11.2K +60 +50%
161 162
163
164 165