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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
2526
Firestone Capital Management
Florida
$183K – – –
SFFS
2527
Stonehage Fleming Financial Services
Jersey
$182K -$382K -8,128 -70%
JWA
2528
JFS Wealth Advisors
Pennsylvania
$182K -$13.3K -284 -7%
HFS
2529
HBC Financial Services
Washington
$182K +$87.7K +1,869 +113%
MSFP
2530
Mark Sheptoff Financial Planning
Connecticut
$181K -$56.3K -1,200 -26%
CWC
2531
Carolinas Wealth Consulting
North Carolina
$180K +$28.4K +606 +21%
RIM
2532
Rockbridge Investment Management
New York
$179K -$4.22K -90 -3%
NFSG
2533
Newbridge Financial Services Group
Florida
$173K +$12.4K +264 +9%
GAM
2534
Grandview Asset Management
Pennsylvania
$173K +$157K +3,353 New
FFA
2535
Freedman Financial Associates
Massachusetts
$172K – – –
VCM
2536
Versant Capital Management
Arizona
$168K – – –
HS
2537
Horan Securities
United States
$164K -$14.6K -312 -9%
CM
2538
Capula Management
Cayman Islands
$160K -$1.09M -23,212 -88%
PP
2539
PrairieView Partners
Minnesota
$156K – – –
TFGT
2540
TS Financial Group (TSFG)
Illinois
$153K -$1.93K -41 -1%
IF
2541
Ironwood Financial
Arizona
$152K -$4.69K -100 -3%
APWA
2542
Atlas Private Wealth Advisors
New Jersey
$152K +$51.2K +1,090 +59%
CFD
2543
Creative Financial Designs
Indiana
$152K +$59.7K +1,272 +76%
DWP
2544
Destiny Wealth Partners
Florida
$149K -$1.55K -33 -1%
WWMSC
2545
Wagner Wealth Management (South Carolina)
South Carolina
$149K +$136K +2,891 New
TIM
2546
Tortoise Investment Management
New York
$145K +$41.2K +877 +46%
TF
2547
TimeScale Financial
Massachusetts
$141K +$845 +18 +0.7%
VC
2548
Vestor Capital
Illinois
$138K +$39.9K +851 +47%
ADIM
2549
Alpha DNA Investment Management
Maryland
$137K +$16.9K +360 +16%
MFM
2550
MD Financial Management
Ontario, Canada
$136K -$18.7K -399 -13%
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102
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