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Global Payments
GPN

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
826
Savior LLC
Massachusetts
$5K – – –
SMFS
827
Squar Milner Financial Services
California
$5K +$366 +2 +6%
PCM
828
Prelude Capital Management
New York
$5K +$6.76K +37 New
TWA
829
TCI Wealth Advisors
Arizona
$4K +$183 +1 +4%
CAN
830
Claraphi Advisory Network
United States
$4K +$5.12K +28 New
EIP
831
Ellis Investment Partners
Pennsylvania
$4K +$5.67K +31 New
PO
832
Private Ocean
California
$4K +$6.21K +34 New
RWM
833
Raffa Wealth Management
District of Columbia
$3.61K – – –
WCM
834
Wealthcare Capital Management
Virginia
$3K -$1.1K -6 -25%
ADL
835
Asset Dedication LLC
California
$3K – – –
CTB
836
Country Trust Bank
Illinois
$3K – – –
PMFA
837
Plante Moran Financial Advisors
Michigan
$3K – – –
SC
838
Solstein Capital
California
$2K -$1.1K -6 -27%
WAS
839
Winch Advisory Services
Wisconsin
$2K – – –
HS
840
Horan Securities
United States
$2K +$2.56K +14 New
PWMG
841
Prestige Wealth Management Group
New Jersey
$2K +$2.92K +16 New
BCH
842
Berkshire Capital Holdings
California
$1K -$16.1M -88,350 -100%
GWM
843
Geneos Wealth Management
Colorado
$1K – – –
MPWT
844
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
PFGIA
845
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$914 +5 New
PCTC
846
Perkins Coie Trust Company
Washington
$1K +$914 +5 New
PRC
847
Pearl River Capital
Michigan
$1K +$1.28K +7 New
PW
848
Price Wealth
Texas
$1K +$1.28K +7 New
AWM
849
Avior Wealth Management
Nebraska
$1K +$1.46K +8 New
TC
850
Truvestments Capital
Florida
$1K +$1.83K +10 New
32 33
34
35 36