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CGI
GIB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
351
Key Financial Inc
Pennsylvania
$4.99K – – –
CA
352
Continuum Advisory
Idaho
$4.79K -$110 -1 -2%
HWM
353
Hemington Wealth Management
Virginia
$4K – – –
AF
354
Advisornet Financial
Minnesota
$3.89K – – –
GI
355
GAMMA Investing
California
$2.69K – – –
DMIC
356
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.5K +$2.74K +25 New
MWM
357
MorganRosel Wealth Management
Colorado
$2.2K +$2.41K +22 New
GSWM
358
Golden State Wealth Management
California
$2K – – –
GIM
359
Gold Investment Management
Alberta, Canada
$1.6K – – –
LFG
360
Larson Financial Group
Missouri
$1.5K +$1.65K +15 New
TWD
361
True Wealth Design
Ohio
$1.4K -$110 -1 -7%
PWAM
362
Private Wealth Asset Management
Iowa
$1.1K +$1.21K +11 New
RF
363
Rossby Financial
Florida
$1.05K +$1.1K +10 New
PCM
364
Penserra Capital Management
California
$1K – – –
RWM
365
Raffa Wealth Management
District of Columbia
$998 – – –
CYG
366
Clean Yield Group
Vermont
$898 – – –
ADL
367
Asset Dedication LLC
California
$699 +$768 +7 New
BFS
368
Bare Financial Services
Pennsylvania
$599 +$658 +6 New
CPG
369
Cornerstone Planning Group
New Jersey
$314 -$1.86K -17 -85%
IA
370
IFG Advisory
Georgia
– -$11.3K -15,000 Closed
ECM
371
ExodusPoint Capital Management
New York
– -$1.27M -11,600 Closed
EMCIP
372
Ewing Morris & Co Investment Partners
Ontario, Canada
– -$1.42M -9,032 Closed
LA
373
Legacy Advisors
Pennsylvania
– -$241K -2,203 Closed
IC
374
Iconiq Capital
California
– -$239K -2,185 Closed
OAM
375
Oppenheimer Asset Management
New York
– -$238K -2,181 Closed
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