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Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
1901
Financial Synergies Wealth Advisors
Texas
$10.3K – – –
ARS
1902
Adirondack Retirement Specialists
New York
$10.2K – – –
GIS
1903
Grayhawk Investment Strategies
Alberta, Canada
$10K – – –
CAM
1904
Costello Asset Management
Pennsylvania
$9.72K -$11.6K -150 -54%
SC
1905
Schubert & Co
Texas
$9.19K +$5.93K +77 +175%
BHWM
1906
Beaird Harris Wealth Management
Texas
$7.97K -$41.7K -542 -84%
VWM
1907
Valley Wealth Managers
New Jersey
$7.59K -$26.6K -345 -78%
LFA
1908
Legend Financial Advisors
Pennsylvania
$7.59K -$12.6K -164 -62%
AW
1909
Avion Wealth
Texas
$7K – – –
CBT
1910
CoreFirst Bank & Trust
Kansas
$6.83K -$1.46K -19 -17%
CIA
1911
Cape Investment Advisory
Georgia
$6.53K +$6.62K +86 New
FFA
1912
Fairfield Financial Advisors
Massachusetts
$6.47K – – –
SWM
1913
Sugarloaf Wealth Management
Georgia
$6K -$20.4K -265 -77%
JMF
1914
Johnson Midwest Financial
Iowa
$5.92K -$2.23K -29 -27%
MCA
1915
Maryland Capital Advisors
Maryland
$5.54K -$5.62K -73 -50%
LJHT
1916
Laurie J. Hall Trustee
$5K +$5.54K +72 New
PSB
1917
Piscataqua Savings Bank
New Hampshire
$4.94K +$5.01K +65 New
SHIM
1918
Stone House Investment Management
Pennsylvania
$4.79K +$4.85K +63 New
GFWA
1919
Grey Fox Wealth Advisors
Delaware
$4.71K -$1.62K -21 -25%
UFF
1920
USA Financial Formulas
Michigan
$4.48K +$4.54K +59 New
FPFS
1921
First Personal Financial Services
North Carolina
$4.18K -$4.08K -53 -49%
PLU
1922
Performa Ltd (US)
South Carolina
$4.18K +$1.93K +25 +83%
CMP
1923
Coston McIsaac & Partners
Maine
$4K – – –
RBC
1924
Roble Belko & Company
Pennsylvania
$4K – – –
WIM
1925
WealthPlan Investment Management
Nebraska
$3.95K -$327K -4,249 -99%
75 76
77
78 79