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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
3501
Mowery & Schoenfeld Wealth Management
Illinois
$5.62K – – –
AIM
3502
Access Investment Management
Georgia
$5.62K +$5.53K +10 New
CF
3503
Conquis Financial
California
$5.62K – – –
IWP
3504
IAG Wealth Partners
Wisconsin
$5.62K – – –
FW
3505
Fairway Wealth
Ohio
$5.06K – – –
MWM
3506
MorganRosel Wealth Management
Colorado
$5.06K – – –
PCM
3507
Perritt Capital Management
Illinois
$5.06K – – –
PP
3508
PrairieView Partners
Minnesota
$5K – – –
DF
3509
DecisionPoint Financial
Arizona
$4.52K +$4.42K +8 New
MBFW
3510
Morton Brown Family Wealth
Pennsylvania
$4.5K – – –
BGC
3511
Beutel, Goodman & Co
Ontario, Canada
$4K – – –
TFGT
3512
TS Financial Group (TSFG)
Illinois
$4K – – –
AS
3513
Altshuler Shaham
Israel
$3.93K – – –
PCA
3514
PMV Capital Advisers
Texas
$3.93K +$3.87K +7 New
ACA
3515
Atlas Capital Advisors
Wyoming
$3.93K – – –
1IA
3516
1620 Investment Advisors
Massachusetts
$3.13K -$2.21K -4 -44%
FCG
3517
Financial Connections Group
California
$3K – – –
CAIM
3518
Catherine Avery Investment Management
Florida
$2.81K – – –
BFS
3519
Bare Financial Services
Pennsylvania
$2.81K +$2.77K +5 New
GPFA
3520
Game Plan Financial Advisors
Ohio
$2.26K – – –
LAM
3521
Lummis Asset Management
Texas
$2.25K – – –
TFG
3522
Team Financial Group
California
$1.7K +$1.66K +3 New
NIG
3523
NFJ Investment Group
Texas
$1.69K -$22.9M -41,489 -100%
CTWM
3524
Cherry Tree Wealth Management
Minnesota
$1.69K -$23.2K -42 -93%
DRP
3525
Decker Retirement Planning
Utah
$1.69K +$1.66K +3 New
139 140
141
142 143