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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2551
Crewe Advisors
Utah
$43K -$148K -655 -77%
MAM
2552
Magellan Asset Management
Australia
$43K -$12.9K -57 -23%
TAIM
2553
TD Ameritrade Investment Management
Nebraska
$43K +$33.1K +146 +292%
NCM
2554
New Capital Management
Texas
$41K – – –
HF
2555
Halpern Financial
Virginia
$40.9K +$42.4K +187 New
BDWM
2556
Brewin Dolphin Wealth Management
Ireland
$37.1K – – –
JWBC
2557
John W. Brooker & Co
California
$37K +$38K +168 New
PC
2558
Permanens Capital
New York
$36K – – –
LPWM
2559
Lake Point Wealth Management
Texas
$36K +$36.9K +163 New
CWAF
2560
Core Wealth Advisors (Florida)
Florida
$36K +$37.1K +164 New
EWA
2561
Evolution Wealth Advisors
Florida
$35K +$16.5K +73 +86%
LGWM
2562
Litman Gregory Wealth Management
California
$33K +$32.4K +143 +2,043%
PCM
2563
Prelude Capital Management
New York
$31K +$31.9K +141 New
PG
2564
Proffitt & Goodson
Tennessee
$29K – – –
BC
2565
Belmont Capital
California
$28K +$29.4K +130 New
IWP
2566
IAG Wealth Partners
Wisconsin
$26K +$26K +115 New
CFN
2567
Cordasco Financial Network
Florida
$24K +$25.4K +112 New
HFS
2568
HBC Financial Services
Washington
$23K +$23.8K +105 New
CAM
2569
Cacti Asset Management
Georgia
$22K – – –
QCMC
2570
Quantum Capital Management (California)
California
$22K – – –
ST
2571
Sageworth Trust
Pennsylvania
$22K – – –
VCS
2572
Vaughan & Co Securities
New Jersey
$21.8K +$22.6K +100 New
TRCT
2573
Tower Research Capital (TRC)
New York
$21K -$3.47M -15,330 -99%
WAS
2574
Winch Advisory Services
Wisconsin
$21K +$226 +1 +1%
LFG
2575
LifePlan Financial Group
Ohio
$21K +$7.93K +35 +56%
101 102
103
104 105