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Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
3301
Financial Connections Group
California
$149K -$42.1K -189 -22%
ACM
3302
Antonetti Capital Management
Florida
$148K -$44.5K -200 -23%
JFG
3303
Jefferies Financial Group
New York
$147K -$3.18M -14,280 -96%
DCBT
3304
Dakota Community Bank & Trust
North Dakota
$145K – – –
GCM
3305
Goldstream Capital Management
Hong Kong
$145K +$144K +645 New
CCM
3306
Carderock Capital Management
Maryland
$143K +$141K +635 New
CPFP
3307
Clear Perspectives Financial Planning
Ohio
$138K – – –
GA
3308
GoalVest Advisory
New York
$137K -$582K -2,613 -81%
TWP
3309
TFO Wealth Partners
Ohio
$136K +$134K +602 +60,200%
ABLA
3310
Alan B. Lancz & Associates
Ohio
$135K – – –
CWA
3311
Clearview Wealth Advisors
Oregon
$135K -$12.5K -56 -9%
TF
3312
TimeScale Financial
Massachusetts
$135K -$11.6K -52 -8%
BFPW
3313
BOK Financial Private Wealth
Colorado
$130K +$3.34K +15 +3%
CIA
3314
Cascade Investment Advisors
Oregon
$127K +$126K +565 New
KTC
3315
Kistler-Tiffany Companies
Pennsylvania
$124K -$1.78K -8 -1%
LWA
3316
Lowe Wealth Advisors
Maryland
$122K – – –
NECFA
3317
New England Capital Financial Advisors
Connecticut
$122K +$5.34K +24 +5%
CMBA
3318
C.M. Bidwell & Associates
Hawaii
$121K +$111K +498 +1,245%
LSA
3319
Lansing Street Advisors
Pennsylvania
$119K -$1.33K -6 -1%
IA
3320
IFS Advisors
Kansas
$117K – – –
AWM
3321
Accel Wealth Management
Iowa
$116K – – –
AWM
3322
Abound Wealth Management
Tennessee
$113K -$85K -382 -43%
HCM
3323
Highlander Capital Management
New Jersey
$113K -$66.8K -300 -38%
TFM
3324
TFC Financial Management
Massachusetts
$111K +$4.9K +22 +5%
BC
3325
Barrett & Company
Rhode Island
$108K – – –
131 132
133
134 135