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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
3051
Maryland Capital Advisors
Maryland
$42K – – –
AP
3052
Aspect Partners
Virginia
$41K – – –
CCMI
3053
Creative Capital Management Investments
California
$40.5K – – –
CMP
3054
Coston McIsaac & Partners
Maine
$40K -$13.5K -29 -26%
UIA
3055
Ulland Investment Advisors
Minnesota
$40K – – –
FDCP
3056
Foster Dykema Cabot & Partners
Massachusetts
$40K +$9.77K +21 +35%
FPFS
3057
First Personal Financial Services
North Carolina
$39K +$36.7K +79 New
DAM
3058
Delta Asset Management
Tennessee
$37.5K -$1.86K -4 -5%
AAG
3059
Accordant Advisory Group
Maryland
$37.5K – – –
SWP
3060
SIMA Wealth Partners
Virginia
$37K – – –
KA
3061
Kozak & Associates
Colorado
$36.5K +$3.25K +7 +11%
SIS
3062
Strategic Investment Solutions
Illinois
$36K – – –
FCT
3063
First Community Trust
Iowa
$35.6K -$20.9K -45 -38%
FRA
3064
Front Row Advisors
California
$35.1K -$25.1K -54 -43%
AA
3065
AlphaMark Advisors
Kentucky
$35K – – –
DWS
3066
Dynamic Wealth Strategies
California
$35K – – –
CBT
3067
CoreFirst Bank & Trust
Kansas
$34.6K +$32.6K +70 New
CCA
3068
Criterion Capital Advisors
Tennessee
$34.4K – – –
CAM
3069
Creekmur Asset Management
Illinois
$32.6K +$1.4K +3 +5%
GIS
3070
Grayhawk Investment Strategies
Alberta, Canada
$32.1K – – –
WAM
3071
WFA Asset Management
Wisconsin
$31.1K – – –
W
3072
WealthCollab
Washington
$29.6K – – –
BFS
3073
Burkett Financial Services
South Carolina
$29.2K – – –
TCM
3074
Tradewinds Capital Management
Washington
$29.2K +$3.72K +8 +16%
CNBT
3075
Cornerstone National Bank & Trust
Illinois
$29.1K +$27.4K +59 New
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123
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