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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3251
Professional Financial Advisors
Nebraska
$104K -$14.2K -88 -12%
CWM
3252
Cranbrook Wealth Management
Michigan
$104K -$13.9K -86 -11%
NIMI
3253
Natixis Investment Managers International
France
$101K -$110K -684 -51%
BC
3254
Barnett & Company
Tennessee
$100K -$8.07K -50 -7%
PP
3255
Pacifica Partners
Canada
$100K +$9.21K +57 +10%
SL
3256
Savior LLC
Massachusetts
$99K +$4.84K +30 +5%
SC
3257
Steph & Co
Wisconsin
$99K +$85.9K +532 +502%
DI
3258
Disciplined Investments
Oklahoma
$96K – – –
LWA
3259
Lowe Wealth Advisors
Maryland
$95K – – –
IPW
3260
IronBridge Private Wealth
Texas
$93K +$32.3K +200 +50%
CCMW
3261
Cypress Capital Management (Wyoming)
Wyoming
$92K -$14.2K -88 -13%
MW
3262
Milestone Wealth
New York
$90K +$94.5K +585 New
PCM
3263
Penserra Capital Management
California
$86K -$11.3K -70 -11%
VAM
3264
Vienna Asset Management
California
$84K +$87.2K +540 New
RAM
3265
Riggs Asset Management
Pennsylvania
$83K -$64.6K -400 -43%
SFG
3266
Steward Financial Group
Texas
$82K +$85.8K +531 New
LWP
3267
Laurel Wealth Planning
Minnesota
$77K – – –
WAM
3268
WFA Asset Management
Wisconsin
$76.4K +$79.6K +493 New
MWM
3269
Mascoma Wealth Management
New Hampshire
$74K -$301K -1,861 -80%
EC
3270
Estate Counselors
Wisconsin
$73K – – –
LWA
3271
Lenox Wealth Advisors
New York
$72K -$102K -634 -58%
LAS
3272
Lloyd Advisory Services
Georgia
$68K -$485 -3 -0.7%
BHWM
3273
Bay Harbor Wealth Management
Maryland
$65K +$4.52K +28 +7%
SAM
3274
Strategic Asset Management
Minnesota
$64K +$15K +93 +29%
HFS
3275
HBC Financial Services
Washington
$64K +$45.2K +280 +207%
129 130
131
132 133