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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
4201
Tacita Capital
Ontario, Canada
$66K – – –
SA
4202
Strategic Advocates
Utah
$62.1K -$197K -1,079 -78%
ISS
4203
Intesa Sanpaolo SpA.
Italy
$62.1K +$54.7K +300 New
ORAM
4204
One River Asset Management
Connecticut
$61.4K -$1.09M -5,952 -95%
LFASL
4205
Lugano Financial Advisors SA (LFA)
Switzerland
$61K – – –
MWM
4206
Mascoma Wealth Management
New Hampshire
$60.6K – – –
CIAS
4207
CBIZ Investment Advisory Services
Ohio
$57.3K -$124K -678 -71%
PMIM
4208
Prudent Man Investment Management
Colorado
$56.8K – – –
SFS
4209
Sunrise Financial Services
Washington
$56.5K +$4.56K +25 +10%
AF
4210
Align Financial
Minnesota
$56.1K -$7.48M -41,032 -99%
MAM
4211
Marquette Asset Management
Minnesota
$55.9K +$49.2K +270 New
JFG
4212
JDM Financial Group
Texas
$55K – – –
MCI
4213
MRP Capital Investments
Georgia
$54.6K – – –
SIM
4214
Synergy Investment Management
Florida
$53.2K +$46.9K +257 New
TFG
4215
Team Financial Group
California
$52.8K +$365 +2 +0.8%
BFP
4216
Birchwood Financial Partners
Minnesota
$52.3K -$5.47K -30 -11%
SRCM
4217
Signature Resources Capital Management
California
$51.9K -$13.7K -75 -23%
BH
4218
Burk Holdings
Oklahoma
$51.9K +$45.8K +251 New
CWM
4219
Consultiva Wealth Management
Puerto Rico
$50.9K – – –
BFS
4220
Bare Financial Services
Pennsylvania
$50.9K +$7.29K +40 +19%
MWM
4221
Magnolia Wealth Management
Alabama
$50.9K +$44.9K +246 New
PL
4222
Protective Life
Alabama
$50.3K +$44.3K +243 New
BFG
4223
Brandywine Financial Group
Tennessee
$50.1K – – –
EFMH
4224
E Fund Management (HK)
Hong Kong
$49.9K +$33.6K +184 +323%
VERPA
4225
Virginia Estate & Retirement Planning Advisors
Virginia
$49.7K +$43.8K +240 New
167 168
169
170 171