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Name Holding Trade Value Shares
Change 		Change in
Stake
MP
3501
McDonald Partners
Ohio
$44.7K +$43.4K +87 New
CWP
3502
Clark Wealth Partners
Illinois
$42.1K – – –
BF
3503
Brooklyn FI
New York
$42K +$39.4K +79 New
CMP
3504
Coston McIsaac & Partners
Maine
$42K – – –
TCM
3505
Tradewinds Capital Management
Washington
$40.7K +$1.5K +3 +4%
KA
3506
Kozak & Associates
Colorado
$40.5K -$11.5K -23 -23%
MIM
3507
Marshall Investment Management
Colorado
$40.5K +$16.5K +33 +72%
RF
3508
Roxbury Financial
New Jersey
$40.4K +$19.9K +40 +103%
UFPG
3509
United Financial Planning Group
New York
$40.1K – – –
PP
3510
Pingora Partners
Wyoming
$38.5K – – –
SWP
3511
SIMA Wealth Partners
Virginia
$38.5K – – –
PFG
3512
Premier Financial Group
California
$38.5K +$37.4K +75 New
HHCP
3513
Hilton Head Capital Partners
South Carolina
$38K – – –
PWMA
3514
Pension & Wealth Management Advisors
Massachusetts
$37.8K +$34.9K +70 +2,333%
SIS
3515
Strategic Investment Solutions
Illinois
$37.5K -$125K -250 -77%
TWD
3516
True Wealth Design
Ohio
$37.5K -$22.4K -45 -38%
GG
3517
Gleason Group
Kentucky
$37.5K +$36.4K +73 New
HIA
3518
HFM Investment Advisors
New Jersey
$37K -$17.9K -36 -33%
FCT
3519
First Community Trust
Iowa
$37K – – –
SFS
3520
Sunrise Financial Services
Washington
$36.5K -$26.4K -53 -43%
PAP
3521
Persistent Asset Partners
Hong Kong
$36.5K +$35.4K +71 New
CBT
3522
CoreFirst Bank & Trust
Kansas
$36K – – –
RTC
3523
Riverview Trust Company
Washington
$34.4K – – –
APW
3524
Allied Private Wealth
Florida
$33.9K +$32.4K +65 New
DWS
3525
Dynamic Wealth Strategies
California
$33.9K – – –
139 140
141
142 143