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Name Holding Trade Value Shares
Change 		Change in
Stake
BDPWM
3501
Barnes Dennig Private Wealth Management
Ohio
$65K – – –
HC
3502
Hoese & Co
Minnesota
$65K +$63.2K +800 New
GFA
3503
Godfrey Financial Associates
New York
$64.9K -$8.53K -108 -12%
SHIM
3504
Stone House Investment Management
Pennsylvania
$64.1K -$72.3K -915 -54%
GIM
3505
Gold Investment Management
Alberta, Canada
$64K +$316 +4 +0.5%
SA
3506
Strategic Advocates
Utah
$62.9K +$237 +3 +0.4%
BCM
3507
Boreal Capital Management
Florida
$62.4K – – –
MAS
3508
MPWM Advisory Solutions
Georgia
$62.2K +$79 +1 +0.1%
MAFA
3509
MJT & Associates Financial Advisory
Minnesota
$61.7K – – –
PMFA
3510
Plante Moran Financial Advisors
Michigan
$61.5K -$36.6K -463 -38%
AWM
3511
Abound Wealth Management
Tennessee
$61.4K -$63.3K -801 -51%
1IA
3512
1620 Investment Advisors
Massachusetts
$61K – – –
WPWM
3513
Western Pacific Wealth Management
Illinois
$60.9K – – –
NF
3514
Napier Financial
Massachusetts
$59.7K +$395 +5 +0.7%
SMBT
3515
Southern Michigan Bank & Trust
Michigan
$58.8K – – –
BFP
3516
Birchwood Financial Partners
Minnesota
$56.8K – – –
TM
3517
Torren Management
California
$56.6K +$11.5K +146 +27%
SFC
3518
Swisher Financial Concepts
Ohio
$54.5K -$239K -3,021 -82%
AIA
3519
Aventus Investment Advisors
Florida
$54.1K +$30.5K +386 +138%
MTC
3520
Matrix Trust Company
Colorado
$54K +$948 +12 +2%
DFA
3521
DHJJ Financial Advisors
Illinois
$53.9K -$3.87K -49 -7%
FA
3522
Financial Avengers
California
$53.7K +$316 +4 +0.6%
HFS
3523
Horizon Financial Services
North Carolina
$53.7K +$11.6K +147 +29%
UFF
3524
USA Financial Formulas
Michigan
$53.2K +$38.6K +489 +296%
LC
3525
Lavaca Capital
Texas
$52.2K +$3.95K +50 +8%
139 140
141
142 143