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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2801
Capital Advisors Ltd
Ohio
$58K +$200K +13,610 +709%
MIM
2802
Macroview Investment Management
Maryland
$57.6K +$35.8K +2,440 +163%
CBT
2803
CoreFirst Bank & Trust
Kansas
$56.6K -$1.61K -110 -3%
PMEF
2804
Point72 Middle East FZE
United Arab Emirates
$56.4K +$56.6K +3,860 New
SFG
2805
Steward Financial Group
Texas
$54K +$54.7K +3,730 New
MPCL
2806
My Personal CFO LLC
Washington
$53K +$53.2K +3,630 New
DJSG
2807
D.J. St. Germain
Massachusetts
$52.9K +$53.1K +3,620 New
VCM
2808
Versant Capital Management
Arizona
$52K – – –
PB
2809
Pinnacle Bancorp
Nebraska
$51K +$50.9K +3,470 New
BWA
2810
Boulder Wealth Advisors
Colorado
$50K +$49.9K +3,400 New
CMA
2811
Cedar Mountain Advisors
Oregon
$43K – – –
FSWA
2812
Financial Synergies Wealth Advisors
Texas
$42.8K +$1.03K +70 +2%
GFWA
2813
Grey Fox Wealth Advisors
Delaware
$42.2K +$42.4K +2,890 New
RFA
2814
Register Financial Advisors
Georgia
$41.8K +$41.9K +2,860 New
TCM
2815
Tradewinds Capital Management
Washington
$41.5K -$2.2K -150 -5%
BDS
2816
Banco de Sabadell
Florida
$40K +$22.7K +1,550 +37%
TAIM
2817
TD Ameritrade Investment Management
Nebraska
$39K -$16.7K -1,140 -30%
CWM
2818
Compass Wealth Management
Connecticut
$38.6K +$38.7K +2,640 New
VWM
2819
Valley Wealth Managers
New Jersey
$36.9K -$5.87K -400 -14%
NC
2820
NewSquare Capital
Pennsylvania
$36.7K +$36.8K +2,510 New
CCC
2821
Chelsea Counsel Company
California
$36.5K +$36.7K +2,500 New
VLKIM
2822
Van Lanschot Kempen Investment Management
Netherlands
$36.2K – – –
FCG
2823
Financial Connections Group
California
$36K +$31.1K +2,120 +606%
LFA
2824
Level Financial Advisors
New York
$35K -$10.6K -720 -23%
DCM
2825
Disciplina Capital Management
Tennessee
$34.8K – – –
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113
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