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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
3601
Paladin Partners
Wisconsin
$7.69K – – –
PSB
3602
Piscataqua Savings Bank
New Hampshire
$7.69K – – –
SA
3603
SRH Advisors
Kansas
$7.69K – – –
BG
3604
Bollard Group
Massachusetts
$7K +$6.43K +73 New
DCM
3605
Davis Capital Management
Florida
$5.96K +$352 +4 +7%
HIW
3606
Holos Integrated Wealth
Pennsylvania
$5.93K +$5.29K +60 New
MSWA
3607
Marshall & Sterling Wealth Advisors
New York
$5.77K – – –
AF
3608
Align Financial
Minnesota
$5.77K -$490K -5,566 -99%
CBT
3609
CoreFirst Bank & Trust
Kansas
$5.77K – – –
CCMI
3610
Creative Capital Management Investments
California
$5.77K +$3.52K +40 +200%
CWA
3611
Carolina Wealth Advisors
South Carolina
$4.81K -$1.11M -12,627 -100%
FF
3612
Frankly Finances
Florida
$4.81K – – –
WT
3613
WHI Trust
Illinois
$4.81K – – –
PIP
3614
Philadelphia Investment Partners
New Jersey
$4.81K +$4.41K +50 New
PMIM
3615
Prudent Man Investment Management
Colorado
$4.69K – – –
CF
3616
Conquis Financial
California
$4.64K – – –
DCM
3617
Disciplina Capital Management
Tennessee
$3.85K – – –
HAP
3618
Harbor Asset Planning
Massachusetts
$3.85K – – –
JFG
3619
JDM Financial Group
Texas
$3.85K – – –
TBFA
3620
Three Bearings Fiduciary Advisors
New Hampshire
$3.85K – – –
WOSD
3621
WFA of San Diego
California
$3.85K – – –
PIS
3622
POM Investment Strategies
North Carolina
$3.46K -$4.05K -46 -56%
PJC
3623
Phillip James Consulting
Minnesota
$3K +$3.35K +38 New
WCM
3624
Westend Capital Management
California
$2.88K -$6.35M -72,055 -100%
SI
3625
Symmetry Investments
Jersey
$2.88K +$2.64K +30 New
143 144
145
146 147