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Name Holding Trade Value Shares
Change 		Change in
Stake
SR
4926
Syntax Research
Florida
$95.8K – – –
BC
4927
Bayforest Capital
United Kingdom
$92.9K +$101K +165 New
CW
4928
CrossGen Wealth
North Carolina
$92.7K -$228K -373 -69%
HIA
4929
Highland Investment Advisors
Florida
$92.4K +$100K +164 New
MS
4930
Monetary Solutions
Ohio
$90.1K +$45.9K +75 +88%
HIA
4931
HFM Investment Advisors
New Jersey
$87.9K +$25.1K +41 +36%
OSNBOA
4932
Old Second National Bank of Aurora
Illinois
$85.6K -$24.5K -40 -21%
HC
4933
Hara Capital
Washington
$85.6K +$92.9K +152 New
3FI
4934
3 Factor Indexing
California
$85.1K – – –
MSFP
4935
Mark Sheptoff Financial Planning
Connecticut
$84.5K +$39.7K +65 +76%
HWM
4936
HighMark Wealth Management
Minnesota
$83.8K -$21.4K -35 -19%
DF
4937
Downshift Financial
Colorado
$78.9K +$85.6K +140 New
DCM
4938
Disciplina Capital Management
Tennessee
$78.6K +$611 +1 +0.7%
GA
4939
GFS Advisors
Texas
$77.8K -$67.9K -111 -1%
CBT
4940
CoreFirst Bank & Trust
Kansas
$77.2K – – –
AAG
4941
Accordant Advisory Group
Maryland
$76.6K – – –
BFS
4942
Beacon Financial Strategies
North Carolina
$76.6K – – –
PFO
4943
Pioneer Family Office
Florida
$76.6K -$301K -492 -78%
CFS
4944
CGC Financial Services
Oregon
$76.6K – – –
LAS
4945
Lloyd Advisory Services
Georgia
$72.9K -$160K -262 -67%
BMC
4946
Bear Mountain Capital
Washington
$72.7K – – –
CWM
4947
Cranbrook Wealth Management
Michigan
$72.3K -$3.06K -5 -4%
MCP
4948
Miller Capital Partners
Michigan
$71K – – –
BGA
4949
Battery Global Advisors
Massachusetts
$70.9K – – –
FF
4950
Friedenthal Financial
New Jersey
$70.5K – – –
196 197
198
199 200