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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3101
Boreal Capital Management
Florida
$190K +$190K +2,667 New
PK
3102
Pflug Koory
Nebraska
$189K – – –
PWA
3103
Physician Wealth Advisors
Utah
$189K +$7.12K +100 +4%
TFGT
3104
TS Financial Group (TSFG)
Illinois
$188K +$19.4K +273 +11%
C
3105
Covestor
United Kingdom
$186K -$57.9K -813 -24%
MSG
3106
Main Street Group
Virginia
$186K -$5.49K -77 -3%
ACA
3107
Atlas Capital Advisors
Wyoming
$186K – – –
GCM
3108
Gladius Capital Management
Illinois
$184K -$373K -5,233 -67%
PMFA
3109
Plante Moran Financial Advisors
Michigan
$183K -$219K -3,070 -54%
WOSD
3110
WFA of San Diego
California
$182K +$183K +2,575 New
WAM
3111
Wolverine Asset Management
Illinois
$182K +$183K +2,571 New
CPG
3112
Cornerstone Planning Group
New Jersey
$180K -$5.06K -71 -3%
PP
3113
Pacifica Partners
Canada
$177K +$10.7K +150 +6%
FDW
3114
Fourth Dimension Wealth
Ohio
$175K -$14.2K -200 -7%
BA
3115
Bellwether Advisors
Nebraska
$174K +$3.42K +48 +2%
MLA
3116
MB, Levis & Associates
Pennsylvania
$171K – – –
SSG
3117
Summit Securities Group
New York
$161K +$162K +2,270 New
RS
3118
Rakuten Securities
Japan
$160K -$29.8K -418 -16%
FCT
3119
First Community Trust
Iowa
$159K – – –
AG
3120
AmeriFlex Group
Nevada
$156K -$1.36M -19,150 -90%
HFS
3121
Hopwood Financial Services
Virginia
$156K – – –
CA
3122
Crewe Advisors
Utah
$154K +$39.7K +558 +34%
PP
3123
Pingora Partners
Wyoming
$154K – – –
MIM
3124
Meridiem Investment Management
United Kingdom
$153K – – –
IFS
3125
Intelligent Financial Strategies
Minnesota
$152K +$142 +2 +0.1%
123 124
125
126 127