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Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
3701
Kelly Lawrence W & Associates
California
$44.2K +$8.14K +25 +25%
CFS
3702
CGC Financial Services
Oregon
$43.2K -$1.63K -5 -4%
PP
3703
PrairieView Partners
Minnesota
$42K -$16.3K -50 -30%
EW
3704
Evoke Wealth
California
$41.1K -$13.3M -40,899 -100%
HFS
3705
HBC Financial Services
Washington
$40K – – –
GC
3706
Gilfoyle & Co
California
$39.2K +$32.6K +100 New
SSG
3707
Summit Securities Group
New York
$39K -$17.3K -53 -33%
IA
3708
IFS Advisors
Kansas
$37.9K – – –
DSC
3709
Duncker Streett & Co
Missouri
$36.8K – – –
SIMG
3710
Stephens Investment Management Group
Texas
$36.8K – – –
PFA
3711
Pathway Financial Advisers
Indiana
$36.4K – – –
FCMT
3712
Founders Capital Management (Texas)
Texas
$35.8K – – –
CWM
3713
Cranbrook Wealth Management
Michigan
$35.8K +$14.7K +45 +80%
TJHA
3714
Thomas J. Herzfeld Advisors
Florida
$35.4K -$16.9K -52 -34%
FC
3715
Family CFO
California
$35.4K – – –
TFG
3716
Team Financial Group
California
$35.4K – – –
FIM
3717
FWL Investment Management
Texas
$34K +$27.7K +85 +773%
CIR
3718
Clear Investment Research
Georgia
$32.8K +$24.1K +74 +411%
VF
3719
VitalStone Financial
Texas
$32K +$6.84K +21 +30%
LFASL
3720
Lugano Financial Advisors SA (LFA)
Switzerland
$31.9K -$40.7K -125 -58%
RTL
3721
Red Tortoise LLC
Georgia
$31.9K -$5.86K -18 -17%
A
3722
AlphaQuest
New York
$31.9K +$29.3K +90 New
SWM
3723
Sanctuary Wealth Management
Idaho
$30.4K -$23.1K -71 -45%
GCM
3724
Gables Capital Management
Florida
$26.5K – – –
BOC
3725
Bull Oak Capital
California
$25.8K – – –
147 148
149
150 151