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Name Holding Trade Value Shares
Change 		Change in
Stake
OP
3701
ORG Partners
Indiana
$188K -$1.06M -3,857 -85%
VA
3702
Verdad Advisers
Massachusetts
$186K +$184K +666 New
MUMSS
3703
Mitsubishi UFJ Morgan Stanley Securities
Japan
$186K +$184K +665 New
AWM
3704
AllSquare Wealth Management
New York
$185K -$8.28K -30 -4%
FCG
3705
Financial Connections Group
California
$185K -$248K -898 -58%
PCA
3706
Providence Capital Advisors
North Carolina
$184K +$1.66K +6 +0.9%
KFP
3707
Keener Financial Planning
Texas
$182K – – –
FCT
3708
First Community Trust
Iowa
$181K – – –
WAG
3709
Wiser Advisor Group
Arizona
$180K +$6.9K +25 +4%
AAG
3710
Accordant Advisory Group
Maryland
$179K +$177K +641 New
UID
3711
Union Investments & Development
Israel
$174K – – –
FSWA
3712
Financial Synergies Wealth Advisors
Texas
$172K +$150K +544 +756%
PWMG
3713
Private Wealth Management Group
New Jersey
$169K +$16.6K +60 +11%
DCBT
3714
Dakota Community Bank & Trust
North Dakota
$168K -$9.66K -35 -6%
BC
3715
Barrett & Company
Rhode Island
$162K – – –
NCM
3716
Northwest Capital Management
Oregon
$161K – – –
CMP
3717
Coston McIsaac & Partners
Maine
$157K -$49.4K -179 -24%
CYG
3718
Clean Yield Group
Vermont
$151K – – –
IA
3719
IFS Advisors
Kansas
$147K – – –
NECFA
3720
New England Capital Financial Advisors
Connecticut
$145K -$10.8K -39 -7%
MIM
3721
Meridiem Investment Management
United Kingdom
$145K +$5.52K +20 +4%
CPG
3722
Custom Portfolio Group
Colorado
$141K – – –
BBPWM
3723
Blue Bell Private Wealth Management
Pennsylvania
$141K +$1.38K +5 +1%
RWM
3724
Raffa Wealth Management
District of Columbia
$136K -$552 -2 -0.4%
TLA
3725
Tanglewood Legacy Advisors
Texas
$133K +$2.21K +8 +2%
147 148
149
150 151