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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
926
EverSource Wealth Advisors
Alabama
$176K +$79.6K +594 +68%
CH
927
Cromwell Holdings
Wyoming
$170K +$141K +1,051 +280%
CA
928
Continuum Advisory
Idaho
$165K +$26.4K +197 +17%
CA
929
Clearstead Advisors
Ohio
$165K -$36K -269 -16%
PFG
930
Putney Financial Group
California
$156K -$6.43K -48 -4%
TWD
931
True Wealth Design
Ohio
$154K +$48.1K +359 +39%
GITFIT
932
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$149K +$13.4K +100 +9%
SIM
933
Sentry Investment Management
Wisconsin
$148K -$55.9K -417 -23%
CFD
934
Creative Financial Designs
Indiana
$148K +$7.77K +58 +5%
MPWT
935
MassMutual Private Wealth & Trust
Connecticut
$143K +$42.1K +314 +35%
JFG
936
JDM Financial Group
Texas
$143K – – –
ADL
937
Asset Dedication LLC
California
$140K +$1.74K +13 +1%
RFS
938
Richardson Financial Services
Massachusetts
$135K – – –
FC
939
Fairscale Capital
New Hampshire
$134K -$670 -5 -0.4%
FP
940
Financial Perspectives
Minnesota
$128K – – –
TWC
941
TD Waterhouse Canada
Ontario, Canada
$126K -$39.3K -293 -22%
CA
942
Centerpoint Advisors
Massachusetts
$125K – – –
PTC
943
Private Trust Company
Ohio
$124K +$7.5K +56 +6%
GCM
944
Gladstone Capital Management
United Kingdom
$119K +$134K +1,000 New
EB
945
Eastern Bank
Massachusetts
$113K +$16.1K +120 +14%
CA
946
CoreCap Advisors
Michigan
$113K -$13.3K -99 -9%
AAP
947
Arax Advisory Partners
Colorado
$111K +$63.8K +476 +104%
CFFP
948
Center for Financial Planning
Michigan
$109K – – –
GCS
949
Gordian Capital (Singapore)
Singapore
$109K – – –
SWM
950
Spire Wealth Management
Virginia
$109K +$34.8K +260 +40%
36 37
38
39 40