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Name Holding Trade Value Shares
Change 		Change in
Stake
BCH
2601
Berkshire Capital Holdings
California
$6.75K – – –
SWM
2602
Sanctuary Wealth Management
Idaho
$6.75K +$1.87K +30 +43%
IWP
2603
IAG Wealth Partners
Wisconsin
$6.75K +$6.25K +100 New
TF
2604
Tompkins Financial
New York
$6.75K +$6.25K +100 New
AFG
2605
Albion Financial Group
Utah
$6.07K – – –
CFS
2606
CGC Financial Services
Oregon
$6.07K – – –
CCA
2607
Criterion Capital Advisors
Tennessee
$6.07K – – –
VWWMG
2608
Vermillion & White Wealth Management Group
Pennsylvania
$6.07K – – –
HF
2609
Halpern Financial
Virginia
$6.07K +$5.62K +90 New
CMP
2610
Coston McIsaac & Partners
Maine
$6K – – –
WAM
2611
WFA Asset Management
Wisconsin
$5.4K +$5K +80 New
TWD
2612
True Wealth Design
Ohio
$4.72K -$625 -10 -13%
JFA
2613
JNBA Financial Advisors
Minnesota
$4.72K +$4.37K +70 New
CYG
2614
Clean Yield Group
Vermont
$4.72K – – –
LFASL
2615
Lugano Financial Advisors SA (LFA)
Switzerland
$4.72K +$4.37K +70 New
FIA
2616
FPC Investment Advisory
California
$4.53K – – –
YAL
2617
Your Advocates Ltd
Texas
$4.05K – – –
HGA
2618
Hobbs Group Advisors
South Carolina
$4.05K +$3.75K +60 New
RBC
2619
Roble Belko & Company
Pennsylvania
$4K – – –
EFMH
2620
E Fund Management (HK)
Hong Kong
$4K +$3.75K +60 New
SRCM
2621
Signature Resources Capital Management
California
$3.37K – – –
WA
2622
WestEnd Advisors
North Carolina
$3.37K – – –
CIAS
2623
CBIZ Investment Advisory Services
Ohio
$3.37K +$3.12K +50 New
FIM
2624
FWL Investment Management
Texas
$3.37K +$3.12K +50 New
RCM
2625
Richardson Capital Management
Wisconsin
$3.37K +$3.12K +50 New
103 104
105
106 107