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Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
3001
Cornerstone Planning Group
New Jersey
$123K +$5.25K +50 +5%
BGAI
3002
Bruce G. Allen Investments
Colorado
$123K +$5.04K +48 +5%
GKIM
3003
GW&K Investment Management
Massachusetts
$122K +$2.63K +25 +2%
PFA
3004
Pathway Financial Advisers
Indiana
$118K -$10.6M -101,084 -99%
DFA
3005
DHJJ Financial Advisors
Illinois
$118K – – –
GG
3006
Gleason Group
Kentucky
$117K – – –
RAM
3007
Riggs Asset Management
Pennsylvania
$117K -$10.5K -100 -9%
DF
3008
Dunhill Financial
United Kingdom
$115K +$24.9K +237 +30%
T
3009
Tidemark
California
$113K +$105 +1 +0.1%
AW
3010
Avion Wealth
Texas
$113K +$2.42K +23 +2%
PGAM
3011
Princeton Global Asset Management
New Jersey
$113K -$52.5K -500 -33%
FMP
3012
Financial Management Professionals
Texas
$112K +$3.26K +31 +3%
GCS
3013
Gordian Capital (Singapore)
Singapore
$112K -$63K -600 -37%
CAM
3014
Chesapeake Asset Management
New York
$112K +$32.1K +306 +44%
BTC
3015
Bank & Trust Company
Illinois
$110K – – –
CWM
3016
CarsonAllaria Wealth Management
Illinois
$110K +$15.5K +148 +18%
OLVIG
3017
Oliver Lagore Vanvalin Investment Group
Michigan
$110K -$7.46K -71 -7%
PS
3018
Pinney & Scofield
Massachusetts
$108K +$102K +970 New
BCM
3019
Basso Capital Management
Connecticut
$108K – – –
PP
3020
PFS Partners
New Jersey
$107K – – –
DCBT
3021
Dakota Community Bank & Trust
North Dakota
$106K +$3.15K +30 +3%
PSFG
3022
Park Square Financial Group
Georgia
$105K +$99K +942 New
TWD
3023
True Wealth Design
Ohio
$104K -$840 -8 -0.8%
AWM
3024
AllSquare Wealth Management
New York
$103K – – –
CIAS
3025
CBIZ Investment Advisory Services
Ohio
$103K +$2.52K +24 +3%
119 120
121
122 123