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Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
3501
Capital Advisor Network
Indiana
$39.2K +$36K +408 New
FIM
3502
FWL Investment Management
Texas
$38.5K -$11.5K -130 -25%
MGI
3503
Miller Global Investments
Texas
$38.5K – – –
TAR
3504
Trask Adam Roland
$38.5K +$35.2K +400 New
CW
3505
CrossGen Wealth
North Carolina
$37.5K – – –
SC
3506
Sawyer & Company
Massachusetts
$37.5K – – –
BC
3507
Bayforest Capital
United Kingdom
$37K +$28.5K +323 +521%
BONH
3508
Bank of New Hampshire
New Hampshire
$36.5K – – –
ECM
3509
Estabrook Capital Management
New York
$36.5K – – –
NOI
3510
Newton One Investments
Delaware
$36.5K – – –
MCI
3511
MRP Capital Investments
Georgia
$35.9K -$377K -4,277 -92%
CFM
3512
Cornerstone Financial Management
Massachusetts
$35.8K +$8.37K +95 +34%
PK
3513
Pflug Koory
Nebraska
$35.6K – – –
MSFP
3514
Mark Sheptoff Financial Planning
Connecticut
$34.4K +$2.12K +24 +7%
RWS
3515
Retirement Wealth Solutions
Wisconsin
$34K +$31.2K +354 New
PCM
3516
Penserra Capital Management
California
$34K -$264 -3 -0.8%
B
3517
Bayban
Minnesota
$33.7K +$24.7K +280 +400%
BHWM
3518
Bay Harbor Wealth Management
Maryland
$33.5K +$10.5K +119 +52%
LAM
3519
Lummis Asset Management
Texas
$31.8K – – –
TC
3520
Tacita Capital
Ontario, Canada
$31.7K – – –
MWA
3521
Merkkuri Wealth Advisors
New York
$30.6K +$28.1K +319 New
BFS
3522
Bare Financial Services
Pennsylvania
$29.8K +$7.67K +87 +39%
IWS
3523
Intentional Wealth Strategies
Colorado
$29.2K +$26.8K +304 New
BSC
3524
Brown Shipley & Co
United Kingdom
$28.8K – – –
MLA
3525
MB, Levis & Associates
Pennsylvania
$28.8K – – –
139 140
141
142 143