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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2126
Portus Wealth Advisors
North Carolina
$4.86K +$5.54K +20 New
TM
2127
Torren Management
California
$4.62K -$46.5K -168 -90%
BL
2128
BFSG LLC
California
$4.62K – – –
BH
2129
Burk Holdings
Oklahoma
$4.62K +$5.26K +19 New
SIM
2130
Synergy Investment Management
Florida
$4.62K +$5.26K +19 New
BHWM
2131
Bay Harbor Wealth Management
Maryland
$4.38K -$78.9K -285 -94%
SIS
2132
Strategic Investment Solutions
Illinois
$4.38K -$27.7K -100 -85%
SRCM
2133
Signature Resources Capital Management
California
$4.13K -$554 -2 -11%
1NWS
2134
1 North Wealth Services
Maryland
$4.13K – – –
GIM
2135
Gold Investment Management
Alberta, Canada
$4.13K – – –
CCMI
2136
Creative Capital Management Investments
California
$4.13K +$4.71K +17 New
RBC
2137
Roble Belko & Company
Pennsylvania
$4K – – –
DPW
2138
DiNuzzo Private Wealth
Pennsylvania
$3.89K -$1.39K -5 -24%
AF
2139
Align Financial
Minnesota
$3.65K -$1.45M -5,235 -100%
EPIME
2140
Evelyn Partners Investment Management (Europe)
$3.65K -$18K -65 -81%
VWM
2141
Vermillion Wealth Management
Minnesota
$3.65K +$1.39K +5 +50%
MWM
2142
Magnolia Wealth Management
Alabama
$3.65K +$4.16K +15 New
TFM
2143
TFC Financial Management
Massachusetts
$3.4K -$2.22K -8 -36%
NF
2144
Napier Financial
Massachusetts
$3.16K +$3.6K +13 New
MTI
2145
Merrithew & Thorsten Inc
California
$3K – – –
1IA
2146
1620 Investment Advisors
Massachusetts
$2.92K -$85.3K -308 -96%
IAS
2147
IMA Advisory Services
Colorado
$2.92K -$1.49M -5,395 -100%
MHR
2148
Matthew Hamilton Rosenberg
$2.67K -$64.8K -234 -96%
ACA
2149
American Capital Advisory
Idaho
$2.67K -$277 -1 -8%
BFS
2150
Bare Financial Services
Pennsylvania
$2.67K -$1.11K -4 -27%
84 85
86
87 88