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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
3951
Macroview Investment Management
Maryland
$90.1K -$87.1K -1,880 -51%
B
3952
Birchbrook
Maine
$89.1K +$83.4K +1,800 New
BCPWM
3953
Bradley & Co Private Wealth Management
Florida
$83.7K +$2.32K +50 +3%
FGAM
3954
Financial Gravity Asset Management
Texas
$81K +$75.1K +1,620 New
TWD
3955
True Wealth Design
Ohio
$80.2K -$10.2K -220 -12%
AFS
3956
Annapolis Financial Services
Maryland
$76.7K -$6.95K -150 -9%
NC
3957
Nixon Capital
Texas
$74.3K – – –
PIS
3958
POM Investment Strategies
North Carolina
$73.8K +$69.1K +1,490 New
CWM
3959
Compass Wealth Management
Connecticut
$73K +$13K +280 +24%
HWM
3960
Horizons Wealth Management
North Carolina
$69.3K – – –
NA
3961
Nordwand Advisors
Pennsylvania
$69.3K +$18.5K +400 +40%
WAM
3962
WFA Asset Management
Wisconsin
$68.8K -$2.32K -50 -3%
WAG
3963
Wiser Advisor Group
Arizona
$66.9K +$62.6K +1,350 New
MCM
3964
MidAtlantic Capital Management
Virginia
$65.9K +$61.6K +1,330 New
CAM
3965
Costello Asset Management
Pennsylvania
$64.4K – – –
DMKJ
3966
David M. Knott Jr
$63K – – –
PS
3967
PayPay Securities
Japan
$62.9K -$22.7K -490 -28%
DPW
3968
DiNuzzo Private Wealth
Pennsylvania
$60.4K +$56.5K +1,220 New
SFA
3969
Semmax Financial Advisors
North Carolina
$59.8K +$34.3K +740 +822%
TLA
3970
Tanglewood Legacy Advisors
Texas
$57.4K – – –
RL
3971
Rogco LP
Oklahoma
$57K – – –
SRCM
3972
Signature Resources Capital Management
California
$55.5K +$51.9K +1,120 New
LOIP
3973
Live Oak Investment Partners
Texas
$54.5K – – –
FDCP
3974
Foster Dykema Cabot & Partners
Massachusetts
$54K +$50.5K +1,090 New
CTC
3975
Cetera Trust Company
Minnesota
$53.5K +$50.1K +1,080 New
157 158
159
160 161