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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
3326
Sonnipe Ltd
Isle Of Man
$980K -$36.2K -500 -4%
IW
3327
Instrumental Wealth
Florida
$980K +$44.2K +610 +8%
TC
3328
Trilogy Capital
California
$979K +$366K +5,050 +87%
YCG
3329
Yeomans Consulting Group
Georgia
$979K -$169K -2,330 -18%
MSRI
3330
Michael S. Ryan Inc
New York
$978K -$187K -2,580 -19%
TFA
3331
Tobias Financial Advisors
Florida
$976K +$189K +2,610 +32%
MA
3332
MBA Advisors
Pennsylvania
$975K -$25.4K -350 -3%
HA
3333
HC Advisors
Georgia
$973K +$172K +2,370 +28%
WB
3334
West Bancorporation
Iowa
$972K -$178K -2,460 -19%
PHIC
3335
Pine Haven Investment Counsel
Massachusetts
$972K -$20.3K -280 -3%
ACM
3336
Avalon Capital Management
California
$971K -$275K -3,800 -26%
IAS
3337
Investment Advisory Services
Texas
$961K +$165K +2,270 +27%
FB
3338
First Bancorp
Maine
$960K +$151K +2,080 +24%
HWA
3339
Heartwood Wealth Advisors
Virginia
$958K -$12.3K -170 -2%
GB
3340
Goepper Burkhardt
South Carolina
$955K +$43.5K +600 +6%
OIM
3341
Oder Investment Management
California
$955K -$79K -1,090 -9%
CGF
3342
Constant Guidance Financial
Massachusetts
$953K +$794K +10,960 New
GWSA
3343
Global Wealth Strategies & Associates
Colorado
$951K -$44.2K -610 -5%
WFA
3344
WestHill Financial Advisors
California
$950K +$348K +4,800 +84%
OHWP
3345
Oak Harbor Wealth Partners
North Carolina
$950K +$52.2K +720 +7%
CCA
3346
Clearwater Capital Advisors
Illinois
$949K -$117K -1,620 -13%
OCM
3347
Octahedron Capital Management
California
$949K -$435K -6,000 -36%
CQS
3348
Credential Qtrade Securities
$949K +$716K +9,880 +1,594%
DA
3349
Dash Acquisitions
California
$945K +$75.4K +1,040 +10%
ANHIM
3350
Alan N. Hoffman Investment Management
Massachusetts
$944K +$296K +4,090 +64%
132 133
134
135 136