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Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
3126
Goodman Advisory Group
Massachusetts
$48K +$51.7K +175 New
JWBC
3127
John W. Brooker & Co
California
$43K – – –
UIA
3128
Ulland Investment Advisors
Minnesota
$42K -$464K -1,570 -91%
WAS
3129
Winch Advisory Services
Wisconsin
$42K +$886 +3 +2%
JMF
3130
Johnson Midwest Financial
Iowa
$41K – – –
MBFW
3131
Morton Brown Family Wealth
Pennsylvania
$41K – – –
YAL
3132
Your Advocates Ltd
Texas
$40K – – –
MS
3133
Mizuho Securities
Japan
$37K +$14.5K +49 +120%
GKIM
3134
GW&K Investment Management
Massachusetts
$37K +$15.1K +51 +61%
FSWA
3135
Financial Synergies Wealth Advisors
Texas
$36.8K +$39.6K +134 New
BC
3136
Belmont Capital
California
$36K – – –
CPFP
3137
Clear Perspectives Financial Planning
Ohio
$36K +$10.9K +37 +39%
APW
3138
Axim Planning & Wealth
Ohio
$35K +$38.1K +129 New
SL
3139
Savior LLC
Massachusetts
$31K – – –
CM
3140
Cornerstone Management
Georgia
$30.7K – – –
BCM
3141
Birch Capital Management
Texas
$29.1K +$31.3K +106 New
GIS
3142
Grayhawk Investment Strategies
Alberta, Canada
$28K +$23.6K +80 New
FC
3143
Family CFO
California
$27.4K – – –
SC
3144
Schubert & Co
Texas
$27K -$886 -3 -3%
BA
3145
Bivin & Associates
Oklahoma
$27K – – –
KFP
3146
KB Financial Partners
New Jersey
$26K – – –
FBC
3147
Fairfield, Bush & Co
Connecticut
$25K +$26.6K +90 New
HF
3148
Halpern Financial
Virginia
$24.7K – – –
DWA
3149
Delos Wealth Advisors
Texas
$24K -$175K -594 -87%
FFM
3150
Fullerton Fund Management
Singapore
$23K +$24.8K +84 New
124 125
126
127 128