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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
276
Westside Investment Management
California
$6.86K – – –
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$6.63K -$1.65K -9 -24%
BC
278
Bartlett & Co
Ohio
$6K – – –
BCWM
279
Bartlett & Co Wealth Management
Ohio
$5.72K – – –
KFI
280
Key Financial Inc
Pennsylvania
$4.57K +$3.67K +20 New
LC
281
Lindbrook Capital
California
$4.12K – – –
RCM
282
Raleigh Capital Management
North Carolina
$3.35K +$733 +4 +36%
UB
283
UMB Bank
Missouri
$3.2K – – –
SIC
284
SJS Investment Consulting
Ohio
$2.97K +$183 +1 +8%
AF
285
Advisornet Financial
Minnesota
$2.97K -$183 -1 -7%
AWM
286
Avior Wealth Management
Nebraska
$2.74K – – –
FMII
287
Farmers & Merchants Investments Inc
Nebraska
$2.29K -$550 -3 -23%
DI
288
Disciplined Investments
Oklahoma
$2.06K -$366 -2 -18%
DA
289
Denali Advisors
California
$1.83K – – –
HI
290
Harbour Investments
Wisconsin
$1.83K – – –
PWMG
291
Prestige Wealth Management Group
New Jersey
$1.37K +$1.1K +6 New
KFS
292
Kelly Financial Services
Massachusetts
$1.14K – – –
CAL
293
Capital Advisors Ltd
Ohio
$1K – – –
GWS
294
Glassman Wealth Services
Virginia
$915 – – –
CSC
295
Caldwell Sutter Capital
California
$686 +$550 +3 New
RFG
296
RFP Financial Group
Georgia
$457 – – –
TWP
297
TFO Wealth Partners
Ohio
$457 – – –
FFA
298
Farther Finance Advisors
California
$229 -$1.28K -7 -88%
TWD
299
True Wealth Design
Ohio
$229 – – –
WCM
300
Wedge Capital Management
North Carolina
– -$29.8M -152,840 Closed
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