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Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
2126
West Branch Capital
Massachusetts
$76.2K – – –
SIS
2127
Strategic Investment Solutions
Illinois
$74.6K +$84.2K +1,004 New
IAS
2128
IMA Advisory Services
Colorado
$74.3K -$2.17M -25,855 -96%
DF
2129
DecisionPoint Financial
Arizona
$74.3K – – –
WP
2130
WealthPLAN Partners
Nebraska
$68.7K -$153K -1,825 -66%
PAG
2131
Paladin Advisory Group
Iowa
$68.7K +$77.5K +924 New
HWM
2132
HighMark Wealth Management
Minnesota
$67.7K +$587 +7 +0.8%
CWC
2133
Carolinas Wealth Consulting
North Carolina
$66.7K -$30.1K -359 -29%
BWAM
2134
Boyd Watterson Asset Management
Ohio
$65K -$45.3K -540 -38%
CFFP
2135
Center for Financial Planning
Michigan
$64.4K – – –
CA
2136
Crewe Advisors
Utah
$62.3K -$12.8K -153 -15%
BAM
2137
Bellevue Asset Management
Washington
$59.6K -$17K -203 -20%
ACM
2138
Antonetti Capital Management
Florida
$59.4K +$41.9K +500 +167%
KLWA
2139
Kelly Lawrence W & Associates
California
$58.3K -$16.8K -200 -20%
FFC
2140
First Financial Corp
Indiana
$58.3K – – –
TC
2141
Tacita Capital
Ontario, Canada
$57K +$16.8K +200 +35%
PCM
2142
Penserra Capital Management
California
$56K +$58.2K +694 +964%
KC
2143
Knuff & Co
California
$54.2K -$71.1K -848 -54%
APC
2144
Aspire Private Capital
North Carolina
$53.4K -$620K -7,394 -91%
AF
2145
Arrow Financial
New York
$52.2K -$4.19K -50 -7%
M
2146
MOTCO
Texas
$52.2K – – –
PPWM
2147
PFG Private Wealth Management
Florida
$52K -$42.1K -502 -42%
PCC
2148
Park Circle Company
Maryland
$52K – – –
CAL
2149
Capital Advisors Ltd
Ohio
$52K +$16.7K +199 +39%
FDCC
2150
Foster Dykema Cabot & Co
Massachusetts
$52K +$58.2K +694 New
84 85
86
87 88