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Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
3276
Cornerstone Financial Management
Massachusetts
$84.8K +$19.1K +61 +37%
AEPWM
3277
Atlantic Edge Private Wealth Management
Florida
$84.6K – – –
PWS
3278
Peterson Wealth Services
Utah
$84.5K – – –
WT
3279
WHI Trust
Illinois
$84.1K – – –
NWS
3280
Nvest Wealth Strategies
Ohio
$83.9K +$313 +1 +0.4%
MUMSS
3281
Mitsubishi UFJ Morgan Stanley Securities
Japan
$83.3K -$136K -434 -66%
DF
3282
Downshift Financial
Colorado
$83.3K +$69.8K +223 New
MS
3283
Monetary Solutions
Ohio
$83.2K +$313 +1 +0.5%
AWM
3284
Activest Wealth Management
Florida
$80.4K -$86.1K -275 -56%
GJIA
3285
Glass Jacobson Investment Advisors
Maryland
$79.2K +$20.7K +66 +45%
MFS
3286
Montgomery Financial Services
Maryland
$78.5K +$65.7K +210 New
QT
3287
Quantbot Technologies
New York
$78.5K -$7.77M -24,813 -99%
DWS
3288
Dynamic Wealth Strategies
California
$77.7K – – –
SNB
3289
Security National Bank
Nebraska
$77K – – –
MDA
3290
Minot DeBlois Advisors
Massachusetts
$74.7K – – –
FA
3291
Fountainhead AM
New Jersey
$72.2K -$260K -829 -81%
TWM
3292
Timmons Wealth Management
Massachusetts
$71.4K -$1.88K -6 -3%
NWM
3293
Nova Wealth Management
Florida
$70.7K +$1.56K +5 +3%
RFS
3294
Richardson Financial Services
Massachusetts
$70.6K -$11.9K -38 -17%
API
3295
Asset Planning Inc
California
$68.3K +$11.6K +37 +25%
CWM
3296
Copia Wealth Management
Oregon
$67.3K +$9.08K +29 +19%
AP
3297
Aspect Partners
Virginia
$66.9K -$939 -3 -2%
CFS
3298
CGC Financial Services
Oregon
$66.5K -$7.51K -24 -12%
HIMS
3299
Hager Investment Management Services
New Hampshire
$66.5K – – –
BFG
3300
Brandywine Financial Group
Tennessee
$66K – – –
130 131
132
133 134