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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1401
HHM Wealth Advisors
Tennessee
$198K – – –
GI
1402
Gradient Investments
Minnesota
$193K -$20.6K -80 -11%
IAS
1403
IMA Advisory Services
Colorado
$191K -$3.86K -15 -2%
CA
1404
Crewe Advisors
Utah
$190K – – –
BWM
1405
BerganKDV Wealth Management
Minnesota
$187K -$103K -400 -38%
MAWCM
1406
Mine & Arao Wealth Creation & Management
California
$185K -$773 -3 -0.5%
PWMG
1407
Prestige Wealth Management Group
New Jersey
$182K +$11.8K +46 +8%
TWM
1408
Tradition Wealth Management
Minnesota
$179K -$39.2K -152 -19%
MHR
1409
Matthew Hamilton Rosenberg
$176K – – –
EW
1410
Evoke Wealth
California
$173K -$32.2K -125 -17%
ATC
1411
Adirondack Trust Company
New York
$173K +$67K +260 +75%
FNBOSM
1412
First National Bank of South Miami
Florida
$171K +$75K +291 +94%
CFG
1413
CKW Financial Group
Hawaii
$170K -$12.9K -50 -8%
SAS
1414
Stelac Advisory Services
New York
$168K – – –
ST
1415
Smithfield Trust
Pennsylvania
$165K -$77.3K -300 -34%
TC
1416
Truvestments Capital
Florida
$164K +$52K +202 +54%
CFD
1417
Creative Financial Designs
Indiana
$163K -$14.2K -55 -9%
RWM
1418
RBA Wealth Management
California
$162K +$147K +571 New
PWM
1419
Prentice Wealth Management
New York
$162K +$147K +569 New
RE
1420
RBC Europe
United Kingdom
$161K – – –
RFA
1421
Reilly Financial Advisors
California
$160K – – –
AI
1422
ArchPoint Investors
Florida
$142K – – –
HCM
1423
Highlander Capital Management
New Jersey
$142K – – –
LC
1424
Lindbrook Capital
California
$140K +$7.73K +30 +6%
FFA
1425
Freedman Financial Associates
Massachusetts
$139K – – –
55 56
57
58 59