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Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
4051
Tanglewood Legacy Advisors
Texas
$63.7K – – –
IIM
4052
IFC & Insurance Marketing
California
$63K +$66.7K +182 New
CFO
4053
Capitol Family Office
Oregon
$63K – – –
EF
4054
Entrust Financial
Pennsylvania
$62.3K +$66.3K +181 New
BGC
4055
Beutel, Goodman & Co
Ontario, Canada
$62K – – –
CWM
4056
Copia Wealth Management
Oregon
$60.9K -$10.3K -28 -14%
LWMI
4057
Legacy Wealth Management (Idaho)
Idaho
$60.6K +$31.9K +87 +98%
BFS
4058
Bare Financial Services
Pennsylvania
$58.5K – – –
BCM
4059
Basso Capital Management
Connecticut
$58.5K +$62.3K +170 New
WFA
4060
West Financial Advisors
Iowa
$55.7K – – –
SR
4061
Swiss Re
Switzerland
$55.7K +$59.3K +162 New
GK
4062
Graney & King
New York
$55.3K – – –
LFASL
4063
Lugano Financial Advisors SA (LFA)
Switzerland
$53.7K +$25.3K +69 +79%
A
4064
AlphaQuest
New York
$53K -$664K -1,813 -92%
GAG
4065
Goodman Advisory Group
Massachusetts
$52.3K – – –
AAG
4066
Accordant Advisory Group
Maryland
$51.6K -$110K -300 -67%
STB
4067
S&T Bank
Pennsylvania
$50.9K -$40.7K -111 -43%
YAL
4068
Your Advocates Ltd
Texas
$50.2K – – –
FF
4069
Finley Financial
Nevada
$49.9K – – –
MHIP
4070
Mountain Hill Investment Partners
New Jersey
$49.9K – – –
KFGG
4071
Keystone Financial Group (Georgia)
Georgia
$49.6K – – –
TIM
4072
Thompson Investment Management
Wisconsin
$48.5K – – –
MS
4073
Monetary Solutions
Ohio
$47.8K +$50.9K +139 New
KFP
4074
Kerr Financial Planning
California
$45.7K – – –
SIS
4075
Strategic Investment Solutions
Illinois
$45.6K +$366 +1 +0.8%
161 162
163
164 165