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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
3501
Planned Solutions
California
$82.5K +$73.7K +238 New
FFA
3502
Fairfield Financial Advisors
Massachusetts
$81.8K -$10.2K -33 -12%
HC
3503
Hoese & Co
Minnesota
$81.8K – – –
CIR
3504
Clear Investment Research
Georgia
$81.4K +$23.2K +75 +47%
HWM
3505
HighMark Wealth Management
Minnesota
$80.1K – – –
CAM
3506
Costello Asset Management
Pennsylvania
$69.3K -$201K -650 -76%
VF
3507
VitalStone Financial
Texas
$69K +$929 +3 +2%
RWM
3508
Raffa Wealth Management
District of Columbia
$66.5K -$106K -342 -64%
CWAF
3509
Core Wealth Advisors (Florida)
Florida
$65.5K +$11.5K +37 +24%
WPWM
3510
Western Pacific Wealth Management
Illinois
$64.6K – – –
MAWCM
3511
Mine & Arao Wealth Creation & Management
California
$63.9K -$6.5K -21 -10%
SWM
3512
Sanctuary Wealth Management
Idaho
$62.7K – – –
TC
3513
Tacita Capital
Ontario, Canada
$62.4K -$25.4K -82 -31%
UOTTAIMCU
3514
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$62.4K +$55.7K +180 New
GWMI
3515
Guardian Wealth Management (Illinois)
Illinois
$62.2K +$310 +1 +0.6%
PCWA
3516
Pacific Capital Wealth Advisors
California
$61K +$54.5K +176 New
OIAM
3517
OFI Invest Asset Management
France
$60.9K -$75.3K -243 -56%
NMG
3518
New Millennium Group
Utah
$60K – – –
GIS
3519
Grayhawk Investment Strategies
Alberta, Canada
$60K +$28.8K +93 +116%
QL
3520
Quarry LP
New York
$58.9K +$1.55K +5 +3%
RG
3521
Retirement Group
California
$57.5K +$2.17K +7 +4%
YAL
3522
Your Advocates Ltd
Texas
$57.2K – – –
NFA
3523
Northwest Financial Advisors
Virginia
$55.7K +$49.9K +161 New
MLA
3524
MB, Levis & Associates
Pennsylvania
$53.7K +$310 +1 +0.6%
GAG
3525
Goodman Advisory Group
Massachusetts
$52.7K – – –
139 140
141
142 143