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GM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Consultiva Wealth Management
Puerto Rico
$180K – – –
TFGT
1202
TS Financial Group (TSFG)
Illinois
$179K +$6.44K +82 +4%
AA
1203
AlphaCentric Advisors
Puerto Rico
$176K +$8.41K +107 +5%
IA
1204
IFG Advisory
Georgia
$172K +$176K +2,235 New
SR
1205
Swiss Re
Switzerland
$168K +$161K +2,052 +1,642%
RBC
1206
Roble Belko & Company
Pennsylvania
$163K – – –
CCM
1207
Chilton Capital Management
Texas
$162K -$10.4K -133 -6%
TF
1208
Tompkins Financial
New York
$162K – – –
FA
1209
Fedenia Advisers
Wisconsin
$161K +$164K +2,087 New
SWM
1210
Spire Wealth Management
Virginia
$159K -$2.44K -31 -1%
ZBNA
1211
Zions Bancorporation, National Association
Utah
$157K -$12.5K -159 -7%
1L
1212
10Elms LLP
Oklahoma
$153K +$41.4K +527 +36%
SWA
1213
SOA Wealth Advisors
New York
$152K +$4.79K +61 +3%
MEG
1214
Millstone Evans Group
Colorado
$151K +$2.12K +27 +1%
HIA
1215
Highland Investment Advisors
Florida
$149K +$151K +1,928 New
PMFA
1216
Plante Moran Financial Advisors
Michigan
$146K +$550 +7 +0.4%
FFO
1217
Fortitude Family Office
Arizona
$142K +$85K +1,082 +143%
CSPIA
1218
Cary Street Partners Investment Advisory
Virginia
$135K -$6.76K -86 -5%
CFM
1219
Compass Financial Management
Florida
$134K +$129K +1,638 New
FCAS
1220
First Command Advisory Services
Texas
$131K +$54.1K +689 +68%
GWP
1221
Gen-Wealth Partners
Michigan
$131K +$79 +1 +0.1%
CB
1222
Community Bank
New York
$129K +$17.3K +220 +15%
SGFG
1223
Silver Grove Financial Group
New York
$129K +$67.4K +858 +106%
AAM
1224
Alphadyne Asset Management
New York
$128K -$1.92M -24,472 -94%
TWIM
1225
TIAA Wealth Investment Management
New York
$128K +$25.5K +324 +24%
47 48
49
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