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Name Holding Trade Value Shares
Change 		Change in
Stake
MNA
2951
Manning & Napier Advisors
New York
$8.39K -$5.18K -49 -36%
ETS
2952
ESL Trust Services
New York
$8.1K – – –
PWM
2953
Peterson Wealth Management
Nevada
$7.83K +$8.56K +81 New
PAG
2954
Paladin Advisory Group
Iowa
$7.71K -$6.34K -60 -43%
BG
2955
Bollard Group
Massachusetts
$7K – – –
CAIM
2956
Catherine Avery Investment Management
Florida
$6.94K -$14.6K -138 -66%
MAM
2957
Marquette Asset Management
Minnesota
$6.46K -$12K -114 -63%
PSFG
2958
Park Square Financial Group
Georgia
$6.36K -$8.67K -82 -55%
IWS
2959
Intentional Wealth Strategies
Colorado
$6.28K +$6.87K +65 New
HFS
2960
Horizon Financial Services
North Carolina
$6.26K +$4.65K +44 +210%
AW
2961
Ankerstar Wealth
Texas
$6.07K -$15.3K -145 -70%
SC
2962
Solstein Capital
California
$6.07K -$43.9K -415 -87%
RCM
2963
Ravenstone Capital Management
$5.78K – – –
WA
2964
WestEnd Advisors
North Carolina
$5.69K – – –
GC
2965
Gould Capital
Washington
$5.59K -$2.33K -22 -28%
IAS
2966
IMA Advisory Services
Colorado
$5.4K -$15.2K -144 -72%
RBC
2967
Roble Belko & Company
Pennsylvania
$5K – – –
BCWM
2968
Ball & Co Wealth Management
Tennessee
$5K +$106 +1 +2%
CH
2969
CDKV Holdings
Colorado
$4.82K – – –
RFG
2970
REAP Financial Group
Texas
$4.82K – – –
MIM
2971
Marshall Investment Management
Colorado
$4.82K +$5.28K +50 New
FLP
2972
Financial Life Planners
Arizona
$4.5K +$4.97K +47 New
HIA
2973
HFM Investment Advisors
New Jersey
$4.14K -$3.38K -32 -43%
PWA
2974
Portus Wealth Advisors
North Carolina
$4.05K +$4.44K +42 New
BW
2975
Bravera Wealth
North Dakota
$3.95K -$23.4K -221 -84%
117 118
119
120 121