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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2601
Kathmere Capital Management
Pennsylvania
$114K +$112K +412 New
CA
2602
Centerpoint Advisors
Massachusetts
$111K -$22.2K -82 -17%
HS
2603
Horan Securities
United States
$110K +$5.15K +19 +5%
CA
2604
Crewe Advisors
Utah
$107K +$43.3K +160 +70%
RG
2605
Retirement Group
California
$100K -$17.6K -65 -15%
TAIM
2606
TD Ameritrade Investment Management
Nebraska
$100K +$55.5K +205 +132%
TF
2607
TimeScale Financial
Massachusetts
$99K -$7.58K -28 -7%
AWM
2608
Avondale Wealth Management
Texas
$97K – – –
UOTTAIMCU
2609
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$97K +$94.8K +350 New
IF
2610
Ironwood Financial
Arizona
$96K +$4.88K +18 +5%
AW
2611
Avion Wealth
Texas
$93K – – –
HFS
2612
HBC Financial Services
Washington
$91K +$69.1K +255 +188%
CCM
2613
Cribstone Capital Management
Maine
$87K -$36K -133 -30%
LWA
2614
Lowe Wealth Advisors
Maryland
$87K – – –
BHWM
2615
Bay Harbor Wealth Management
Maryland
$83K -$18.4K -68 -18%
BCM
2616
Blume Capital Management
California
$83K – – –
MAM
2617
Magellan Asset Management
Australia
$81K +$25.7K +95 +48%
PCFFS
2618
Pacific Center for Financial Services
California
$77K +$1.08K +4 +1%
BBL
2619
Beck Bode LLC
Massachusetts
$74K +$72.1K +266 New
RBC
2620
Roble Belko & Company
Pennsylvania
$73K – – –
EWM
2621
Edge Wealth Management
New York
$71K -$105K -388 -60%
CFN
2622
Cordasco Financial Network
Florida
$69K – – –
DOA
2623
D'Orazio & Associates
Virginia
$69K – – –
HWM
2624
HighMark Wealth Management
Minnesota
$69K – – –
DTIM
2625
Danda Trouve Investment Management
Kansas
$67K -$8.13K -30 -11%
103 104
105
106 107