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Name Holding Trade Value Shares
Change 		Change in
Stake
YAL
5826
Your Advocates Ltd
Texas
$38.9K -$2.02K -11 -5%
RJA
5827
Ross\Johnson & Associates
Minnesota
$38.7K -$58.2K -317 -59%
LA
5828
LM Advisors
California
$37K -$51.2K -279 -4%
HC
5829
Hara Capital
Washington
$34.9K +$36.7K +200 New
AAG
5830
Accordant Advisory Group
Maryland
$34.9K – – –
PSFG
5831
Park Square Financial Group
Georgia
$34.4K -$33.2K -181 -48%
HAP
5832
Harbor Asset Planning
Massachusetts
$30.5K – – –
LIM
5833
Longfellow Investment Management
Massachusetts
$29.6K – – –
LFA
5834
Longview Financial Advisors
Alabama
$26.7K +$28.1K +153 New
BGA
5835
Battery Global Advisors
Massachusetts
$26.2K +$22K +120 +400%
HHGA
5836
Halbert Hargrove Global Advisors
California
$23.8K -$9.17K -50 -27%
BGC
5837
Beutel, Goodman & Co
Ontario, Canada
$23K +$24.2K +132 New
PK
5838
Pflug Koory
Nebraska
$22.8K – – –
BC
5839
Broadwater Capital
Massachusetts
$22.4K – – –
MASM
5840
MH & Associates Securities Management
California
$18.1K +$734 +4 +4%
CF
5841
Conquis Financial
California
$15K – – –
MCRM
5842
Midway Capital Research & Management
Illinois
$13.3K +$13.9K +76 New
CFO
5843
Capitol Family Office
Oregon
$13.1K – – –
KCM
5844
KM Capital Management
Texas
$11.5K +$9.36K +51 New
WBWA
5845
William B. Walkup & Associates
South Carolina
$11.5K – – –
3FI
5846
3 Factor Indexing
California
$11K +$11.6K +63 New
NRWA
5847
North Ridge Wealth Advisors
Oregon
$10.6K +$11.2K +61 New
ATC
5848
Advantage Trust Company
Kansas
$10.5K – – –
CAN
5849
Capital Advisor Network
Indiana
$9.94K +$10.5K +57 New
SAS
5850
Spurstone Advisory Services
Connecticut
$9.59K -$35K -191 -78%
232 233
234
235 236