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Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1601
The Family Firm
Maryland
$122K +$45 +1 +0%
GAM
1602
Gould Asset Management
California
$122K +$2.6K +58 +3%
GPFA
1603
Game Plan Financial Advisors
Ohio
$122K +$102K +2,270 New
AAM
1604
Advisors Asset Management
Colorado
$121K -$11K -246 -10%
EWM
1605
Empirical Wealth Management
Washington
$121K -$10.5K -235 -9%
RW
1606
REDW Wealth
New Mexico
$121K -$7.17K -160 -7%
TIM
1607
Triad Investment Management
California
$121K – – –
WIC
1608
Whitegate Investment Counselors
New Hampshire
$121K – – –
CPIA
1609
Cornell Pochily Investment Advisors
New York
$121K +$45 +1 +0%
TC
1610
TownSquare Capital
Utah
$121K +$3.14K +70 +3%
MSA
1611
Marino Stram & Associates
Massachusetts
$121K +$100K +2,243 New
SLT
1612
St Louis Trust
Missouri
$120K – – –
TW
1613
TrinityPoint Wealth
Connecticut
$120K – – –
AIA
1614
AIMZ Investment Advisors
California
$120K +$2.24K +50 +2%
ED
1615
Exane Derivatives
France
$120K +$99.5K +2,220 New
FC
1616
Financial Consulate
Maryland
$119K -$60.1K -1,341 -38%
CBA
1617
Coastal Bridge Advisors
Connecticut
$119K -$46.7K -1,043 -32%
NFG
1618
Nadler Financial Group
Illinois
$119K -$18.6K -416 -16%
IC
1619
Inverness Counsel
New York
$119K +$8.96K +200 +10%
CFD
1620
Creative Financial Designs
Indiana
$119K +$9.95K +222 +11%
MF
1621
Montis Financial
Massachusetts
$119K +$93.6K +2,090 New
SIC
1622
Shoker Investment Counsel
Ohio
$119K +$99.6K +2,222 New
SWM
1623
Sanctuary Wealth Management
Idaho
$118K -$4.03K -90 -4%
IWA
1624
Inspirion Wealth Advisors
Illinois
$118K – – –
PP
1625
PDS Planning
Ohio
$118K +$14.5K +324 +17%
63 64
65
66 67