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Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
1726
Joseph P. Lucia & Associates
New York
$82K +$1.51K +25 +2%
TFGT
1727
TS Financial Group (TSFG)
Illinois
$82K +$4.84K +80 +7%
GAM
1728
Gemmer Asset Management
California
$81K -$37.9K -626 -34%
ADIM
1729
Alpha DNA Investment Management
Maryland
$81K +$1.82K +30 +2%
JFA
1730
JNBA Financial Advisors
Minnesota
$78K +$303 +5 +0.4%
FA
1731
Financial Avengers
California
$78K +$2.24K +37 +3%
UFF
1732
USA Financial Formulas
Michigan
$78K +$71.8K +1,186 New
APC
1733
Aspire Private Capital
North Carolina
$74K -$727 -12 -1%
CFG
1734
CKW Financial Group
Hawaii
$74K – – –
SFP
1735
Sterling Financial Planning
New Jersey
$73K – – –
SIS
1736
Sound Income Strategies
Florida
$72.2K +$3.94K +65 +6%
WIM
1737
Westside Investment Management
California
$71K -$19.4K -321 -9%
BAM
1738
Barrett Asset Management
New York
$71K +$908 +15 +1%
MCM
1739
MV Capital Management
Maryland
$71K +$23.1K +381 +54%
MHR
1740
Matthew Hamilton Rosenberg
$68K – – –
SLF
1741
Sun Life Financial
Ontario, Canada
$67K -$848 -14 -1%
TCCM
1742
Timber Creek Capital Management
Massachusetts
$67K – – –
MWM
1743
Mascoma Wealth Management
New Hampshire
$67K +$62K +1,023 New
AIM
1744
Arcadia Investment Management
Michigan
$66K +$12.1K +200 +25%
FCMT
1745
Founders Capital Management (Texas)
Texas
$63K – – –
BMD
1746
Better Money Decisions
New Mexico
$63K +$58.6K +968 New
CWC
1747
Carolinas Wealth Consulting
North Carolina
$60K -$10.8K -179 -16%
AP
1748
Atwood & Palmer
Missouri
$60K – – –
BWL
1749
Bogart Wealth LLC
Virginia
$60K – – –
TIM
1750
Tortoise Investment Management
New York
$59K +$5.75K +95 +12%
68 69
70
71 72