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Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
3526
Tanglewood Legacy Advisors
Texas
$49.1K – – –
JMF
3527
Johnson Midwest Financial
Iowa
$46.5K -$3.98K -120 -10%
LOIP
3528
Live Oak Investment Partners
Texas
$46.5K – – –
FDCC
3529
Foster Dykema Cabot & Co
Massachusetts
$46K – – –
CIM
3530
Contravisory Investment Management
Massachusetts
$42.3K – – –
NA
3531
Nordwand Advisors
Pennsylvania
$42.3K – – –
MCI
3532
MRP Capital Investments
Georgia
$42.3K +$33.2K +1,000 New
CC
3533
Cypress Capital
Tennessee
$37.2K -$2.32K -70 -7%
RF
3534
Robinswood Financial
Washington
$35.6K +$27.9K +840 New
MAM
3535
Marquette Asset Management
Minnesota
$34.3K +$26.9K +810 New
DI
3536
Disciplined Investments
Oklahoma
$33.8K -$108K -3,260 -80%
IA
3537
IFS Advisors
Kansas
$33K – – –
HC
3538
Hoese & Co
Minnesota
$30.5K – – –
CI
3539
Cordant Inc
Oregon
$28.8K – – –
TCPG
3540
Trivant Custom Portfolio Group
California
$28.8K – – –
GIS
3541
Grayhawk Investment Strategies
Alberta, Canada
$27.1K – – –
MWA
3542
Miller Wealth Advisors
Colorado
$22.9K -$330K -9,950 -95%
CFS
3543
CGC Financial Services
Oregon
$20.7K +$16.3K +490 New
RWM
3544
Ruedi Wealth Management
Illinois
$20.3K – – –
CTWM
3545
Cherry Tree Wealth Management
Minnesota
$19.9K +$15.6K +470 New
CQS
3546
Credential Qtrade Securities
$19.9K -$4.98K -150 -24%
KIG
3547
Kessler Investment Group
Indiana
$17.3K – – –
CWA
3548
Carolina Wealth Advisors
South Carolina
$16.9K – – –
OBWP
3549
O'Brien Wealth Partners
Massachusetts
$14.4K -$12.9K -390 -53%
LG
3550
LAM Group
Oregon
$13.5K – – –
140 141
142
143 144