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Name Holding Trade Value Shares
Change 		Change in
Stake
CMF
1001
Counterpoint Mutual Funds
California
$13K +$12K +192 New
NFG
1002
Next Financial Group
Texas
$12K -$32.5K -519 -76%
HFM
1003
Hartford Financial Management
Connecticut
$12K – – –
HIM
1004
Hillsdale Investment Management
Ontario, Canada
$11K -$571K -9,100 -98%
DAM
1005
Delta Asset Management
Tennessee
$11K – – –
JFA
1006
JNBA Financial Advisors
Minnesota
$11K – – –
LWM
1007
Liberty Wealth Management
California
$11K – – –
TF
1008
TimeScale Financial
Massachusetts
$11K +$63 +1 +0.7%
EI
1009
Ellevest Inc
New York
$11K +$564 +9 +6%
BAM
1010
Baldrige Asset Management
Pennsylvania
$11K +$10K +160 New
CSS
1011
Cubist Systematic Strategies
Connecticut
$10K -$2.39M -38,044 -100%
WP
1012
WealthShield Partners
North Carolina
$10K -$9.97K -159 -52%
CCA
1013
Column Capital Advisors
Indiana
$10K – – –
LWANC
1014
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K – – –
MPWT
1015
MassMutual Private Wealth & Trust
Connecticut
$10K +$6.84K +109 +321%
BWM
1016
BerganKDV Wealth Management
Minnesota
$9K -$63 -1 -0.8%
CBT
1017
Central Bank & Trust
Kentucky
$9K – – –
FBT
1018
First Bank & Trust
South Dakota
$9K – – –
RA
1019
Resolute Advisors
California
$9K – – –
HWM
1020
HighMark Wealth Management
Minnesota
$9K +$63 +1 +0.8%
MCM
1021
MV Capital Management
Maryland
$9K +$6.27K +100 +357%
CP
1022
Castleview Partners
Texas
$9K +$7.78K +124 New
HWMA
1023
Heritage Wealth Management (Arizona)
Arizona
$8K – – –
BMD
1024
Better Money Decisions
New Mexico
$8K +$63 +1 +0.9%
AW
1025
Alaethes Wealth
Nevada
$8K +$6.9K +110 New
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