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Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1051
Cornerstone Planning Group
New Jersey
$3.87K – – –
DPW
1052
DiNuzzo Private Wealth
Pennsylvania
$3.67K +$3.27K +148 New
CTA
1053
Colonial Trust Advisors
South Carolina
$3.57K +$3.18K +144 New
BBPWM
1054
Blue Bell Private Wealth Management
Pennsylvania
$3.37K – – –
NCM
1055
Northwest Capital Management
Oregon
$3.37K +$3K +136 New
IRC
1056
Investors Research Corp
Georgia
$3.17K – – –
JGIA
1057
Jackson Grant Investment Advisers
Connecticut
$3.17K – – –
CAS
1058
Coppell Advisory Solutions
Texas
$3.17K +$2.83K +128 New
LIWM
1059
Long Island Wealth Management
New York
$3K +$3K +136 New
WIM
1060
Westside Investment Management
California
$2.97K +$2.65K +120 New
NSIM
1061
North Star Investment Management
Illinois
$2.38K – – –
TFGT
1062
TS Financial Group (TSFG)
Illinois
$2K – – –
MFIM
1063
Mesirow Financial Investment Management
Illinois
$1.88K +$1.67M +75,680 New
KFS
1064
Kelly Financial Services
Massachusetts
$1.78K -$265 -12 -14%
FRA
1065
Frank Rimerman Advisors
California
$1.78K +$1.59K +72 New
FSWA
1066
Financial Synergies Wealth Advisors
Texas
$1.68K +$265 +12 +16%
CT
1067
Colonial Trust
South Carolina
$1.66K +$1.5K +68 New
RWM
1068
Raffa Wealth Management
District of Columbia
$1.59K – – –
CSC
1069
Caldwell Sutter Capital
California
$1.39K – – –
TWP
1070
TFO Wealth Partners
Ohio
$1.29K -$40.9K -1,852 -97%
DAM
1071
Delta Asset Management
Tennessee
$1.29K +$1.15K +52 New
GWM
1072
Geneos Wealth Management
Colorado
$1.19K +$442 +20 +71%
CAM
1073
ClariVest Asset Management
California
$994 – – –
WWM
1074
Wolff Wiese Magana
California
$992 – – –
TWD
1075
True Wealth Design
Ohio
$992 +$265 +12 +43%
41 42
43
44 45