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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
776
Successful Portfolios
Florida
$225K +$7.66K +150 +3%
PG
777
Pendal Group
Australia
$224K -$2.66M -52,163 -92%
BPB
778
Badgley, Phelps & Bell
Washington
$224K – – –
S
779
swisspartners
Liechtenstein
$222K +$229K +4,480 New
SPC
780
Sigma Planning Corp
Michigan
$220K -$238K -4,663 -52%
NWA
781
New World Advisors
Massachusetts
$219K – – –
TMAM
782
Tokio Marine Asset Management
Japan
$217K -$101K -1,969 -31%
TCM
783
Tuttle Capital Management
Connecticut
$216K -$572K -11,201 -72%
TFA
784
Tranquilli Financial Advisor
New Jersey
$214K +$218K +4,267 New
PCG
785
Private Capital Group
Connecticut
$210K +$21.3K +418 +11%
CWP
786
Concord Wealth Partners
Virginia
$210K +$214K +4,188 New
TLP
787
Trinity Legacy Partners
Texas
$209K – – –
AIM
788
Acropolis Investment Management
Missouri
$208K +$112K +2,192 +113%
OPS
789
Orion Portfolio Solutions
Nebraska
$207K -$52.7K -1,033 -20%
EDRIA
790
Edmonds Duncan Registered Investment Advisors
Kansas
$206K +$167K +3,275 New
FI
791
FormulaFolio Investments
Michigan
$205K +$209K +4,085 New
GG
792
Gofen & Glossberg
Illinois
$204K – – –
CWS
793
Cypress Wealth Services
California
$204K +$207K +4,052 New
BTWM
794
Baker Tilly Wealth Management
Wisconsin
$203K +$206K +4,032 New
BC
795
Burney Company
Virginia
$202K -$749K -14,675 -78%
KWM
796
Kingsview Wealth Management
Oregon
$202K -$102K -1,997 -33%
PCA
797
Peddock Capital Advisors
Massachusetts
$202K – – –
QT
798
Quantamental Technologies
New York
$201K -$66K -1,292 -24%
EDRH
799
Edmond de Rothschild Holding
Switzerland
$201K -$42.6K -834 -17%
LAI
800
Legal Advantage Investments
California
$201K +$204K +4,000 New
30 31
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