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Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2526
Pacific Center for Financial Services
California
$59K – – –
RG
2527
Retirement Group
California
$59K +$61.6K +272 New
HWM
2528
HighMark Wealth Management
Minnesota
$58K +$60.7K +268 New
FFW
2529
Fusion Family Wealth
New York
$56K – – –
DOA
2530
D'Orazio & Associates
Virginia
$55K – – –
ARMC
2531
American Research & Management Company
Massachusetts
$54K – – –
BCA
2532
Bray Capital Advisors
Florida
$53K – – –
FPFS
2533
First Personal Financial Services
North Carolina
$52K -$237K -1,045 -81%
TCM
2534
TD Capital Management
Tennessee
$52K – – –
CP
2535
Corbenic Partners
Pennsylvania
$51K +$52.8K +233 New
CCA
2536
Column Capital Advisors
Indiana
$51K +$53.2K +235 New
SFPG
2537
Stonebridge Financial Planning Group
Florida
$51K +$53.2K +235 New
THWM
2538
Taylor Hoffman Wealth Management
Virginia
$45K – – –
CA
2539
CXI Advisors
Indiana
$45K +$47.1K +208 New
SC
2540
Skylands Capital
Wisconsin
$44K -$317K -1,400 -88%
BCM
2541
Bourgeon Capital Management
Connecticut
$44K – – –
CA
2542
Crewe Advisors
Utah
$43K -$148K -655 -77%
MAM
2543
Magellan Asset Management
Australia
$43K -$12.9K -57 -23%
TAIM
2544
TD Ameritrade Investment Management
Nebraska
$43K +$33.1K +146 +292%
NCM
2545
New Capital Management
Texas
$41K – – –
HF
2546
Halpern Financial
Virginia
$40.9K +$42.4K +187 New
BDWM
2547
Brewin Dolphin Wealth Management
Ireland
$37.1K – – –
JWBC
2548
John W. Brooker & Co
California
$37K +$38K +168 New
PC
2549
Permanens Capital
New York
$36K – – –
LPWM
2550
Lake Point Wealth Management
Texas
$36K +$36.9K +163 New
100 101
102
103 104