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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
5851
Access Investment Management
Georgia
$41.9K -$36.7K -200 -45%
T
5852
Transce3nd
Texas
$41.5K +$2.02K +11 +5%
PJC
5853
Phillip James Consulting
Minnesota
$40K +$42.6K +232 New
YAL
5854
Your Advocates Ltd
Texas
$38.9K -$2.02K -11 -5%
RJA
5855
Ross\Johnson & Associates
Minnesota
$38.7K -$58.2K -317 -59%
LA
5856
LM Advisors
California
$37K -$51.2K -279 -4%
HC
5857
Hara Capital
Washington
$34.9K +$36.7K +200 New
AAG
5858
Accordant Advisory Group
Maryland
$34.9K – – –
PSFG
5859
Park Square Financial Group
Georgia
$34.4K -$33.2K -181 -48%
HAP
5860
Harbor Asset Planning
Massachusetts
$30.5K – – –
LIM
5861
Longfellow Investment Management
Massachusetts
$29.6K – – –
LFA
5862
Longview Financial Advisors
Alabama
$26.7K +$28.1K +153 New
BGA
5863
Battery Global Advisors
Massachusetts
$26.2K +$22K +120 +400%
HHGA
5864
Halbert Hargrove Global Advisors
California
$23.8K -$9.17K -50 -27%
BGC
5865
Beutel, Goodman & Co
Ontario, Canada
$23K +$24.2K +132 New
PK
5866
Pflug Koory
Nebraska
$22.8K – – –
BC
5867
Broadwater Capital
Massachusetts
$22.4K – – –
MASM
5868
MH & Associates Securities Management
California
$18.1K +$734 +4 +4%
CF
5869
Conquis Financial
California
$15K – – –
MCRM
5870
Midway Capital Research & Management
Illinois
$13.3K +$13.9K +76 New
CFO
5871
Capitol Family Office
Oregon
$13.1K – – –
KCM
5872
KM Capital Management
Texas
$11.5K +$9.36K +51 New
WBWA
5873
William B. Walkup & Associates
South Carolina
$11.5K – – –
3FI
5874
3 Factor Indexing
California
$11K +$11.6K +63 New
NRWA
5875
North Ridge Wealth Advisors
Oregon
$10.6K +$11.2K +61 New
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