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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1226
Bay Harbor Wealth Management
Maryland
$11K – – –
TFS
1227
TrustCore Financial Services
Tennessee
$11K – – –
HWM
1228
HighMark Wealth Management
Minnesota
$11K +$11.7K +76 New
MIFH
1229
Migdal Insurance & Financial Holdings
Israel
$10K -$23.7M -153,611 -100%
WAP
1230
Wealthcare Advisory Partners
Pennsylvania
$10K -$15.6K -101 -61%
NC
1231
NewSquare Capital
Pennsylvania
$10K +$9.25K +60 +1,200%
JFA
1232
JNBA Financial Advisors
Minnesota
$9K – – –
TCCM
1233
Timber Creek Capital Management
Massachusetts
$9K – – –
GAM
1234
Gemmer Asset Management
California
$8K -$1.08K -7 -12%
BCM
1235
Bourgeon Capital Management
Connecticut
$8K – – –
VNA
1236
Valley National Advisers
Pennsylvania
$8K – – –
CCMIC
1237
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$8K +$7.71K +50 New
1NWS
1238
1 North Wealth Services
Maryland
$7K – – –
CLOS
1239
Compagnie Lombard Odier SCmA
Switzerland
$7K – – –
PGAM
1240
Princeton Global Asset Management
New Jersey
$7K – – –
SL
1241
Savior LLC
Massachusetts
$7K +$6.94K +45 New
LWM
1242
Lenox Wealth Management
Ohio
$6K – – –
PCFFS
1243
Pacific Center for Financial Services
California
$6K – – –
CWM
1244
Cranbrook Wealth Management
Michigan
$6K +$154 +1 +3%
CCA
1245
Column Capital Advisors
Indiana
$6K +$7.09K +46 New
BWP
1246
Baldwin Wealth Partners
Massachusetts
$5K – – –
IF
1247
Ironwood Financial
Arizona
$5K – – –
WCG
1248
Weaver Consulting Group
California
$5K – – –
ACM
1249
Anfield Capital Management
California
$5K +$4.62K +30 New
BBA
1250
Braun-Bostich & Associates
Pennsylvania
$5K +$4.78K +31 New
48 49
50
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