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Name Holding Trade Value Shares
Change 		Change in
Stake
BCMIO
3976
Beacon Capital Management Inc (Ohio)
Ohio
$49.5K +$46.3K +1,000 New
BG
3977
Bellevue Group
Switzerland
$49K +$45.9K +990 New
PCTC
3978
Perkins Coie Trust Company
Washington
$46.1K -$19.5K -420 -31%
VWA
3979
Valued Wealth Advisors
Utah
$45.3K +$48.2K +1,040 New
OBWP
3980
O'Brien Wealth Partners
Massachusetts
$45.1K +$24.6K +530 +139%
FSWA
3981
Financial Synergies Wealth Advisors
Texas
$42.8K -$927 -20 -0.7%
RF
3982
Robinswood Financial
Washington
$41.6K – – –
BOC
3983
Bull Oak Capital
California
$41.6K – – –
CCA
3984
Cadent Capital Advisors
Oklahoma
$40.5K +$38K +820 New
PFSC
3985
Peoples Financial Services Corp
Pennsylvania
$39.6K +$4.63K +100 +14%
TFG
3986
Team Financial Group
California
$38.7K – – –
AA
3987
AlphaCentric Advisors
Puerto Rico
$38.1K +$35.7K +770 New
IA
3988
IFS Advisors
Kansas
$38.1K -$463 -10 -1%
YAL
3989
Your Advocates Ltd
Texas
$34.7K – – –
HC
3990
Hoese & Co
Minnesota
$33.7K – – –
CPA
3991
Clear Point Advisors
New York
$32.7K +$30.6K +660 New
SL
3992
Salomon & Ludwin
Virginia
$32.2K – – –
AWM
3993
Able Wealth Management
New Jersey
$32.2K +$30.1K +650 New
CC
3994
Cypress Capital
Tennessee
$31.7K -$12.5K -270 -30%
GIS
3995
Grayhawk Investment Strategies
Alberta, Canada
$31.7K – – –
CQS
3996
Credential Qtrade Securities
$30.7K -$67.2K -1,450 -70%
CCA
3997
Criterion Capital Advisors
Tennessee
$27.7K +$26K +560 New
MSWM
3998
Mowery & Schoenfeld Wealth Management
Illinois
$27.7K +$26K +560 New
LFASL
3999
Lugano Financial Advisors SA (LFA)
Switzerland
$27.7K +$26K +560 New
PA
4000
Prism Advisors
California
$27.7K +$260K +5,610 New
158 159
160
161 162