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Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
3226
Birchwood Financial Partners
Minnesota
$140K – – –
TCM
3227
Timbuktu Capital Management
Massachusetts
$140K +$117K +375 New
CMP
3228
Coston McIsaac & Partners
Maine
$140K – – –
AW
3229
Avion Wealth
Texas
$137K +$16.6K +53 +17%
T
3230
TOBAM
France
$136K +$28.8K +92 +34%
TC
3231
Truvestments Capital
Florida
$135K – – –
UCB
3232
United Community Bank
South Carolina
$135K +$10.3K +33 +10%
OCM
3233
Osbon Capital Management
Massachusetts
$135K – – –
AIC
3234
Archer Investment Corporation
Indiana
$134K – – –
RF
3235
Robinswood Financial
Washington
$133K – – –
BSC
3236
Brown Shipley & Co
United Kingdom
$132K – – –
SWAG
3237
Spectrum Wealth Advisory Group
California
$131K +$110K +350 New
YAL
3238
Your Advocates Ltd
Texas
$131K – – –
1IA
3239
1620 Investment Advisors
Massachusetts
$131K – – –
BBPWM
3240
Blue Bell Private Wealth Management
Pennsylvania
$129K -$154K -492 -59%
RF
3241
Roxbury Financial
New Jersey
$128K +$11.9K +38 +12%
EAM
3242
Eukles Asset Management
Ohio
$127K -$3.76K -12 -3%
NWM
3243
Navigoe Wealth Management
California
$127K +$1.56K +5 +1%
TFA
3244
Toth Financial Advisory
Virginia
$126K +$42.6K +136 +67%
GGI
3245
Godsey & Gibb Inc
Virginia
$124K – – –
LD
3246
Lipe & Dalton
New York
$124K +$313 +1 +0.3%
MAM
3247
Marquette Asset Management
Minnesota
$123K -$12.2K -39 -11%
SPF
3248
South Plains Financial
Texas
$123K +$65.7K +210 +176%
KAS
3249
Kemnay Advisory Services
New York
$123K +$4.07K +13 +4%
BIM
3250
Bullseye Investment Management
Ohio
$123K +$13.5K +43 +15%
128 129
130
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