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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
3526
Atlas Capital Advisors
Wyoming
$104K – – –
AAG
3527
Accordant Advisory Group
Maryland
$103K -$660K -1,936 -87%
NI
3528
NCP Inc
California
$103K – – –
MFG
3529
Mendota Financial Group
Wisconsin
$97.2K -$145K -424 -60%
CIAS
3530
CBIZ Investment Advisory Services
Ohio
$97K – – –
GIM
3531
Gold Investment Management
Alberta, Canada
$95K – – –
BIC
3532
Beach Investment Counsel
Pennsylvania
$95K +$93.8K +275 New
FG
3533
Fairman Group
Pennsylvania
$94.7K – – –
RFG
3534
REAP Financial Group
Texas
$94.6K +$3.07K +9 +3%
RBC
3535
Roble Belko & Company
Pennsylvania
$92K – – –
PPA
3536
Painted Porch Advisors
California
$89.4K -$103K -302 -54%
LWA
3537
Lowe Wealth Advisors
Maryland
$89K – – –
HC
3538
Hoese & Co
Minnesota
$87.4K – – –
AP
3539
Aspect Partners
Virginia
$86.7K -$1.02K -3 -1%
FFA
3540
Fairfield Financial Advisors
Massachusetts
$82.3K +$81.5K +239 New
CIR
3541
Clear Investment Research
Georgia
$81.6K +$341 +1 +0.4%
TIM
3542
Thompson Investment Management
Wisconsin
$80.6K – – –
HWM
3543
HighMark Wealth Management
Minnesota
$79.6K – – –
GA
3544
GoalVest Advisory
New York
$79.2K -$71.6K -210 -48%
UFF
3545
USA Financial Formulas
Michigan
$77.5K -$26.9K -79 -26%
FGAM
3546
Financial Gravity Asset Management
Texas
$73.7K -$84.3K -247 -54%
MB
3547
Mizuho Bank
Japan
$72.3K +$71.6K +210 New
VF
3548
VitalStone Financial
Texas
$69.7K +$341 +1 +0.5%
CAM
3549
Costello Asset Management
Pennsylvania
$68.8K – – –
TCG
3550
Transcendent Capital Group
Oklahoma
$68.2K -$602K -1,764 -90%
140 141
142
143 144