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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3701
Financial Avengers
California
$6.04K -$5.59K -10 -48%
BFM
3702
Brooklands Fund Management
United Kingdom
$5.92K +$6.15K +11 New
CMA
3703
Cedar Mountain Advisors
Oregon
$5.71K – – –
IWP
3704
IAG Wealth Partners
Wisconsin
$5.71K – – –
MDA
3705
Minot DeBlois Advisors
Massachusetts
$5.71K – – –
AIM
3706
Access Investment Management
Georgia
$5.69K – – –
AW
3707
Ankerstar Wealth
Texas
$5.14K +$5.03K +9 New
SA
3708
Seneschal Advisors
Washington
$4.57K – – –
CF
3709
Conquis Financial
California
$4.57K – – –
CCMW
3710
Cypress Capital Management (Wyoming)
Wyoming
$4.57K +$4.47K +8 New
MBFW
3711
Morton Brown Family Wealth
Pennsylvania
$4.57K +$4.47K +8 New
BGC
3712
Beutel, Goodman & Co
Ontario, Canada
$4K – – –
AS
3713
Altshuler Shaham
Israel
$4K – – –
ACA
3714
Atlas Capital Advisors
Wyoming
$4K +$3.91K +7 New
LA
3715
LM Advisors
California
$3.67K -$966K -1,728 -45%
LAS
3716
Lloyd Advisory Services
Georgia
$3.42K +$3.35K +6 New
1IA
3717
1620 Investment Advisors
Massachusetts
$3.18K -$559 -1 -17%
FCG
3718
Financial Connections Group
California
$3K – – –
CAIM
3719
Catherine Avery Investment Management
Florida
$2.85K – – –
LAM
3720
Lummis Asset Management
Texas
$2.28K – – –
LAMC
3721
Longview Asset Management (California)
California
$2.28K +$2.24K +4 New
IPS
3722
Investors Portfolio Services
Washington
$1.89K +$1.68K +3 New
TFG
3723
Team Financial Group
California
$1.73K – – –
CTWM
3724
Cherry Tree Wealth Management
Minnesota
$1.71K – – –
NIG
3725
NFJ Investment Group
Texas
$1.71K – – –
147 148
149
150 151