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Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
3351
Glass Jacobson Investment Advisors
Maryland
$118K +$34.6K +342 +68%
RFA
3352
Reyes Financial Architecture
California
$117K +$84.8K +839 New
SOAM
3353
SBI Okasan Asset Management
Japan
$116K +$42.5K +420 +91%
AA
3354
Addison Advisors
Vermont
$116K -$295K -2,914 -78%
BC
3355
Barrett & Company
Rhode Island
$116K -$61.4K -607 -42%
KSB
3356
Kennebec Savings Bank
Maine
$114K +$82.8K +819 New
VFM
3357
Vision Financial Markets
Connecticut
$114K – – –
3FI
3358
3 Factor Indexing
California
$113K – – –
LF
3359
LifeSteps Financial
California
$113K +$81.7K +808 New
SC
3360
Swan Capital
Florida
$113K -$36.1K -357 -31%
FUBT
3361
First United Bank & Trust
Maryland
$112K – – –
KG
3362
Kilter Group
New York
$111K +$2.63K +26 +3%
DF
3363
Downshift Financial
Colorado
$110K +$79.6K +787 New
MCA
3364
McGuire Capital Advisors
Oklahoma
$109K +$15.3K +151 +24%
PIS
3365
POM Investment Strategies
North Carolina
$108K +$75.3K +745 +2,403%
HWM
3366
HighMark Wealth Management
Minnesota
$107K -$7.28K -72 -9%
EF
3367
Entrust Financial
Pennsylvania
$106K +$76.7K +758 New
MAS
3368
MPWM Advisory Solutions
Georgia
$104K -$94.9K -938 -56%
GSEP
3369
Golden State Equity Partners
California
$103K -$1.12M -11,056 -94%
BDLIB
3370
Banque de Luxembourg Investments (BLI)
Luxembourg
$102K +$77.9K +770 New
FFA
3371
Frazier Financial Advisors
Ohio
$101K +$24.9K +246 +51%
SFCL
3372
Strengthening Families & Communities LLC
Massachusetts
$101K +$10.8K +107 +17%
VC
3373
Vestor Capital
Illinois
$100K -$21.1M -208,294 -97%
RBC
3374
Roble Belko & Company
Pennsylvania
$99K – – –
1IA
3375
1620 Investment Advisors
Massachusetts
$98.7K -$144K -1,421 -67%
133 134
135
136 137