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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
2201
Harvest Fund Management
China
$504K +$339K +7,445 +238%
SCM
2202
Spreng Capital Management
Ohio
$504K +$13.7K +300 +3%
WAL
2203
W Advisors LLC
Tennessee
$503K -$7.42K -163 -2%
LB
2204
Legacy Bridge
Iowa
$502K -$39.8K -875 -8%
RMAM
2205
Raab & Moskowitz Asset Management
New Jersey
$501K +$29.4K +646 +7%
TWI
2206
Thomas White International
Illinois
$500K – – –
MTWM
2207
Masso Torrence Wealth Management
New Jersey
$500K +$319 +7 +0.1%
AWM
2208
Align Wealth Management
Oklahoma
$499K +$568K +12,483 New
FB
2209
First Bancorp
Maine
$497K -$46.1K -1,012 -9%
GFP
2210
Gryphon Financial Partners
Ohio
$497K -$23.6K -518 -5%
AA
2211
Alta Advisers
United Kingdom
$495K – – –
FNBSF
2212
First National Bank Sioux Falls
South Dakota
$493K – – –
MFG
2213
Magnus Financial Group
New York
$490K -$4.83K -106 -1%
GWM
2214
Gitterman Wealth Management
New Jersey
$489K +$467K +10,268 New
SFB
2215
STAR Financial Bank
Indiana
$488K +$466K +10,247 New
WF
2216
WoodTrust Financial
Wisconsin
$488K – – –
NLP
2217
Next Level Private
New York
$487K +$4.55K +100 +1%
TA
2218
TrueWealth Advisors
Alabama
$487K +$89.2K +1,959 +24%
HHGA
2219
Halbert Hargrove Global Advisors
California
$486K +$19.2K +422 +4%
SAS
2220
Stelac Advisory Services
New York
$486K -$106K -2,321 -19%
FPCP
2221
Fort Point Capital Partners
California
$486K -$53.7K -1,180 -10%
PIMG
2222
Patriot Investment Management Group
Tennessee
$485K +$1.23K +27 +0.3%
MGWM
2223
Marks Group Wealth Management
Minnesota
$484K +$38.7K +850 +9%
B
2224
BetterWealth
California
$481K +$2.96K +65 +0.6%
QT
2225
Quantamental Technologies
New York
$480K -$1.6M -35,187 -78%
87 88
89
90 91