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Name Holding Trade Value Shares
Change 		Change in
Stake
CH
926
Cromwell Holdings
Wyoming
$170K +$141K +1,051 +280%
CA
927
Continuum Advisory
Idaho
$165K +$26.4K +197 +17%
CA
928
Clearstead Advisors
Ohio
$165K -$36K -269 -16%
PFG
929
Putney Financial Group
California
$156K -$6.43K -48 -4%
TWD
930
True Wealth Design
Ohio
$154K +$48.1K +359 +39%
GITFIT
931
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$149K +$13.4K +100 +9%
SIM
932
Sentry Investment Management
Wisconsin
$148K -$55.9K -417 -23%
CFD
933
Creative Financial Designs
Indiana
$148K +$7.77K +58 +5%
MPWT
934
MassMutual Private Wealth & Trust
Connecticut
$143K +$42.1K +314 +35%
JFG
935
JDM Financial Group
Texas
$143K – – –
ADL
936
Asset Dedication LLC
California
$140K +$1.74K +13 +1%
RFS
937
Richardson Financial Services
Massachusetts
$135K – – –
FC
938
Fairscale Capital
New Hampshire
$134K -$670 -5 -0.4%
FP
939
Financial Perspectives
Minnesota
$128K – – –
TWC
940
TD Waterhouse Canada
Ontario, Canada
$126K -$39.3K -293 -22%
CA
941
Centerpoint Advisors
Massachusetts
$125K – – –
PTC
942
Private Trust Company
Ohio
$124K +$7.5K +56 +6%
GCM
943
Gladstone Capital Management
United Kingdom
$119K +$134K +1,000 New
EB
944
Eastern Bank
Massachusetts
$113K +$16.1K +120 +14%
CA
945
CoreCap Advisors
Michigan
$113K -$13.3K -99 -9%
AAP
946
Arax Advisory Partners
Colorado
$111K +$63.8K +476 +104%
CFFP
947
Center for Financial Planning
Michigan
$109K – – –
GCS
948
Gordian Capital (Singapore)
Singapore
$109K – – –
SWM
949
Spire Wealth Management
Virginia
$109K +$34.8K +260 +40%
RI
950
Ridgewood Investments
New Jersey
$108K – – –
36 37
38
39 40