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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
2726
True Wealth Design
Ohio
$5.78K +$5.64K +48 New
SSC
2727
Syverson Strege & Co
Iowa
$5.42K – – –
AFIA
2728
America First Investment Advisors
Nebraska
$5K – – –
PCA
2729
Providence Capital Advisors
North Carolina
$4.81K – – –
MRCM
2730
M&R Capital Management
New Jersey
$4.81K -$279K -2,375 -98%
HRC
2731
Hoertkorn Richard Charles
$4.69K – – –
PFG
2732
Piershale Financial Group
Illinois
$4.57K +$4.46K +38 New
MBFW
2733
Morton Brown Family Wealth
Pennsylvania
$4.21K -$587 -5 -13%
WAM
2734
Worth Asset Management
Texas
$4.21K – – –
FIA
2735
FNY Investment Advisers
New York
$4K -$92.3K -786 -96%
CWM
2736
CarsonAllaria Wealth Management
Illinois
$4K -$4.34K -37 -55%
BHWM
2737
Bay Harbor Wealth Management
Maryland
$4K – – –
OIS
2738
Okabena Investment Services
Minnesota
$3.25K -$963K -8,197 -100%
WA
2739
WestEnd Advisors
North Carolina
$3.13K +$117 +1 +4%
WI
2740
WJ Interests
Texas
$3.01K +$2.94K +25 New
BAM
2741
Baldrige Asset Management
Pennsylvania
$3K – – –
TFA
2742
Transamerica Financial Advisors
Florida
$2K +$1.76K +15 +1,500%
HI
2743
Hoey Investments
Pennsylvania
$1.56K – – –
DWA
2744
Delos Wealth Advisors
Texas
$1.32K -$12.1K -103 -90%
MIM
2745
Macroview Investment Management
Maryland
$1.32K – – –
BCH
2746
Berkshire Capital Holdings
California
$1.2K – – –
TLA
2747
Tanglewood Legacy Advisors
Texas
$1.2K +$1.17K +10 New
PSB
2748
Piscataqua Savings Bank
New Hampshire
$1.2K – – –
CIR
2749
Clear Investment Research
Georgia
$1K – – –
HWM
2750
Horizons Wealth Management
North Carolina
$1K – – –
108 109
110
111 112