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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3276
Avondale Wealth Management
Texas
$63K -$203K -1,260 -76%
CFCI
3277
Comprehensive Financial Consultants Institutional
Indiana
$62K +$67.5K +418 New
TWP
3278
TFO Wealth Partners
Ohio
$60K -$185K -1,145 -74%
CWA
3279
Carolina Wealth Advisors
South Carolina
$60K -$80.8K -500 -56%
BAM
3280
Baldrige Asset Management
Pennsylvania
$60K -$9.04K -56 -13%
HIM
3281
Hillsdale Investment Management
Ontario, Canada
$60K – – –
ST
3282
Sageworth Trust
Pennsylvania
$60K – – –
RK
3283
Rather & Kittrell
Tennessee
$59K +$62.5K +387 New
FMP
3284
Financial Management Professionals
Texas
$58K -$17K -105 -22%
MAM
3285
Marquette Asset Management
Minnesota
$56K – – –
HF
3286
Halpern Financial
Virginia
$55.5K +$39.1K +242 +209%
RTC
3287
Riverview Trust Company
Washington
$55K – – –
UIA
3288
Ulland Investment Advisors
Minnesota
$54K +$56.2K +348 New
HFM
3289
Harvest Fund Management
China
$53K -$41.8K -259 -43%
JIR
3290
James Investment Research
Ohio
$50K -$53.1K -329 -51%
TAIM
3291
TD Ameritrade Investment Management
Nebraska
$50K +$12K +74 +29%
LFG
3292
Leverty Financial Group
Wisconsin
$49K +$51.8K +321 New
TCM
3293
TD Capital Management
Tennessee
$48K – – –
CWM
3294
CarsonAllaria Wealth Management
Illinois
$48K +$49.9K +309 New
BIA
3295
Bell Investment Advisors
California
$47K -$5.98K -37 -11%
CIM
3296
Contravisory Investment Management
Massachusetts
$46K – – –
IFA
3297
Interactive Financial Advisors
Illinois
$46K – – –
CWAF
3298
Core Wealth Advisors (Florida)
Florida
$46K +$4.84K +30 +11%
OA
3299
Operose Advisors
Wisconsin
$46K +$48.5K +300 New
ACK
3300
Andrew C. Karlinski
$45K +$46.8K +290 New
130 131
132
133 134