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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1551
Avantax Planning Partners
Iowa
$336K -$97.5K -611 -22%
WE
1552
Wealth Effects
Massachusetts
$336K -$80.3K -503 -19%
MIM
1553
Meixler Investment Management
Arizona
$335K +$337K +2,109 New
AAM
1554
Auxier Asset Management
Oregon
$332K -$137K -857 -29%
HWMG
1555
Hurlow Wealth Management Group
Indiana
$332K -$84.6K -530 -20%
TIM
1556
Tevis Investment Management
Texas
$332K -$83.2K -521 -20%
PPW
1557
Parcion Private Wealth
Washington
$332K -$81.4K -510 -20%
TCM
1558
Teza Capital Management
Illinois
$332K +$334K +2,089 New
TSS
1559
Two Sigma Securities
New York
$332K -$7.85M -49,141 -96%
CHAM
1560
Clear Harbor Asset Management
Connecticut
$332K -$82.2K -515 -20%
LK
1561
Lumbard & Kellner
New Hampshire
$331K -$84.3K -528 -20%
BA
1562
Ballast Advisors
Minnesota
$331K -$54.6K -342 -14%
SVWAG
1563
Sound View Wealth Advisors Group
Georgia
$331K -$84.1K -527 -20%
BWA
1564
BCU Wealth Advisors
Illinois
$331K -$83.3K -522 -20%
CW
1565
Channel Wealth
California
$330K -$99.1K -621 -23%
BC
1566
Barrett & Company
Rhode Island
$329K -$83.7K -524 -20%
PFM
1567
Peak Financial Management
Massachusetts
$329K +$79.3K +497 +32%
CA
1568
Calton & Associates
Florida
$329K -$83.5K -523 -20%
SMF
1569
Sterling Manor Financial
New York
$328K -$83.5K -523 -20%
BTWM
1570
Baker Tilly Wealth Management
Wisconsin
$328K -$213K -1,332 -39%
CAAS
1571
Capital Asset Advisory Services
Michigan
$328K -$138K -862 -30%
VC
1572
Vicus Capital
Pennsylvania
$327K +$55.9K +350 +20%
VDI
1573
Vaughan David Investments
Illinois
$327K -$83.2K -521 -20%
MFA
1574
Mayflower Financial Advisors
Massachusetts
$326K -$523K -3,277 -61%
ECG
1575
Edge Capital Group
Georgia
$326K -$89.2K -559 -21%
61 62
63
64 65