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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
476
Bare Financial Services
Pennsylvania
$2.74K – – –
MFT
477
Moisand Fitzgerald Tamayo
Florida
$2.74K +$3.06K +120 New
FDCDDQ
478
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.67K -$22.1K -865 -88%
VWA
479
Valued Wealth Advisors
Utah
$2.67K -$638 -25 -18%
HIA
480
Harbor Investment Advisory
Maryland
$2.65K +$2.96K +116 New
NECFA
481
New England Capital Financial Advisors
Connecticut
$2.51K – – –
VWM
482
Vermillion Wealth Management
Minnesota
$2.49K +$2.78K +109 New
DB
483
Danske Bank
Denmark
$2.39K -$538K -21,112 -100%
SO
484
Sierra Ocean
California
$2.33K +$2.6K +102 New
CFS
485
CGC Financial Services
Oregon
$2.28K – – –
CSB
486
City State Bank
Iowa
$2.28K – – –
CNBTD
487
Citizens National Bank Trust Department
Mississippi
$2.28K +$2.55K +100 New
CFD
488
Creative Financial Designs
Indiana
$2.28K +$2.55K +100 New
WIM
489
Westside Investment Management
California
$2.21K – – –
GWSG
490
GPS Wealth Strategies Group
Colorado
$2.2K +$26 +1 +1%
CTWM
491
Cherry Tree Wealth Management
Minnesota
$2.1K – – –
CFFP
492
Center for Financial Planning
Michigan
$2.01K – – –
HGERS
493
Householder Group Estate & Retirement Specialist
Arizona
$2K -$561 -22 -17%
HWM
494
Hemington Wealth Management
Virginia
$2K -$255 -10 -9%
WTFG
495
Wood Tarver Financial Group
Idaho
$2K +$3.34K +131 New
AFG
496
Albion Financial Group
Utah
$1.98K – – –
EWM
497
Evermay Wealth Management
Virginia
$1.82K – – –
LIS
498
Legacy Investment Solutions
Idaho
$1.78K – – –
LWMI
499
Legacy Wealth Management (Idaho)
Idaho
$1.78K – – –
FLP
500
Financial Life Planners
Arizona
$1.7K +$1.91K +75 New
18 19
20
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