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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3251
CarsonAllaria Wealth Management
Illinois
$15K – – –
CAM
3252
Capco Asset Management
Florida
$13K +$7.5K +30 +111%
TIM
3253
Tevis Investment Management
Texas
$11K – – –
CPFP
3254
Clear Perspectives Financial Planning
Ohio
$11K +$12.5K +50 +5,000%
FQ
3255
First Quadrant
California
$10K -$14.1M -56,480 -100%
RCM
3256
Regency Capital Management
Hawaii
$10K – – –
SSC
3257
Syverson Strege & Co
Iowa
$10K +$5.5K +22 +96%
SPWG
3258
Sage Private Wealth Group
Illinois
$10K +$11.2K +45 New
CYG
3259
Clean Yield Group
Vermont
$10K +$11.5K +46 New
PCA
3260
Providence Capital Advisors
North Carolina
$9K -$2K -8 -17%
AFIA
3261
America First Investment Advisors
Nebraska
$9K – – –
KSWA
3262
Kathleen S. Wright Associates
Pennsylvania
$9K – – –
MBFW
3263
Morton Brown Family Wealth
Pennsylvania
$8K -$10K -40 -53%
SC
3264
Schubert & Co
Texas
$8K -$6K -24 -40%
CC
3265
Corsicana & Co
Texas
$7K – – –
LIM
3266
Longfellow Investment Management
Massachusetts
$7K – – –
HH
3267
HWG Holdings
Texas
$5K -$2.83M -11,304 -100%
BAM
3268
Baldrige Asset Management
Pennsylvania
$5K -$16K -64 -73%
YAL
3269
Your Advocates Ltd
Texas
$5K – – –
IA
3270
IFS Advisors
Kansas
$3K – – –
DCM
3271
Davidson Capital Management
Texas
$3K +$3K +12 New
DFCM
3272
Dark Forest Capital Management
Puerto Rico
$3K +$3.25K +13 New
PSB
3273
Piscataqua Savings Bank
New Hampshire
$2K -$9.5K -38 -79%
BCH
3274
Berkshire Capital Holdings
California
$2K – – –
MIM
3275
Macroview Investment Management
Maryland
$2K – – –
129 130
131
132 133