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Name Holding Trade Value Shares
Change 		Change in
Stake
SR
2076
Syntax Research
Florida
$12.6K – – –
AS
2077
Altshuler Shaham
Israel
$12.6K -$161M -581,370 -100%
T
2078
Tidemark
California
$12.6K +$14.4K +52 New
HNB
2079
Hilltop National Bank
Wyoming
$12.4K -$1.11K -4 -7%
HFS
2080
Hughes Financial Services
Virginia
$11.7K +$10.2K +37 +336%
PUI
2081
Purpose Unlimited Inc
$11.7K – – –
FUBT
2082
First United Bank & Trust
Maryland
$11.2K -$3.6K -13 -22%
HPWM
2083
High Point Wealth Management
New Jersey
$10.9K – – –
CFM
2084
Cornerstone Financial Management
Massachusetts
$10.9K +$3.32K +12 +36%
MWM
2085
Mosley Wealth Management
California
$10.6K +$8.31K +30 New
MWA
2086
Medallion Wealth Advisors
Connecticut
$10.5K -$15.8K -57 -57%
CWM
2087
Copia Wealth Management
Oregon
$10.5K – – –
TWM
2088
Tripletail Wealth Management
Florida
$9.96K -$11.4K -41 -50%
RWPA
2089
Richard W. Paul & Associates
Michigan
$9.24K -$287K -1,035 -96%
AIS
2090
Advocate Investing Services
Maryland
$8.75K – – –
MWM
2091
Mascoma Wealth Management
New Hampshire
$8.51K -$1.11K -4 -10%
DCM
2092
Dorato Capital Management
Colorado
$8.14K – – –
FFO
2093
Fortitude Family Office
Arizona
$8.02K -$3.6K -13 -28%
BWM
2094
Bernard Wealth Management
Michigan
$8.02K – – –
CI
2095
Clal Insurance
Israel
$8K -$13.6K -49 -59%
HIA
2096
HFM Investment Advisors
New Jersey
$7.78K -$277 -1 -3%
WPA
2097
Wealth Preservation Advisors
Tennessee
$7.78K +$8.86K +32 New
CC
2098
Corsicana & Co
Texas
$7.67K – – –
LAS
2099
Lloyd Advisory Services
Georgia
$7.54K -$16.3K -59 -66%
SA
2100
Scarborough Advisors
Maryland
$7.54K -$3.6K -13 -30%
82 83
84
85 86