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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
3051
Creative Capital Management Investments
California
$40.5K – – –
CMP
3052
Coston McIsaac & Partners
Maine
$40K -$13.5K -29 -26%
UIA
3053
Ulland Investment Advisors
Minnesota
$40K – – –
FDCP
3054
Foster Dykema Cabot & Partners
Massachusetts
$40K +$9.77K +21 +35%
FPFS
3055
First Personal Financial Services
North Carolina
$39K +$36.7K +79 New
DAM
3056
Delta Asset Management
Tennessee
$37.5K -$1.86K -4 -5%
AAG
3057
Accordant Advisory Group
Maryland
$37.5K – – –
SWP
3058
SIMA Wealth Partners
Virginia
$37K – – –
KA
3059
Kozak & Associates
Colorado
$36.5K +$3.25K +7 +11%
SIS
3060
Strategic Investment Solutions
Illinois
$36K – – –
FCT
3061
First Community Trust
Iowa
$35.6K -$20.9K -45 -38%
FRA
3062
Front Row Advisors
California
$35.1K -$25.1K -54 -43%
AA
3063
AlphaMark Advisors
Kentucky
$35K – – –
DWS
3064
Dynamic Wealth Strategies
California
$35K – – –
CBT
3065
CoreFirst Bank & Trust
Kansas
$34.6K +$32.6K +70 New
CCA
3066
Criterion Capital Advisors
Tennessee
$34.4K – – –
CAM
3067
Creekmur Asset Management
Illinois
$32.6K +$1.4K +3 +5%
GIS
3068
Grayhawk Investment Strategies
Alberta, Canada
$32.1K – – –
WAM
3069
WFA Asset Management
Wisconsin
$31.1K – – –
W
3070
WealthCollab
Washington
$29.6K – – –
BFS
3071
Burkett Financial Services
South Carolina
$29.2K – – –
TCM
3072
Tradewinds Capital Management
Washington
$29.2K +$3.72K +8 +16%
CNBT
3073
Cornerstone National Bank & Trust
Illinois
$29.1K +$27.4K +59 New
AFS
3074
Annapolis Financial Services
Maryland
$29K +$930 +2 +4%
BHWM
3075
Beaird Harris Wealth Management
Texas
$28.1K -$465 -1 -2%
121 122
123
124 125