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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2851
HighMark Wealth Management
Minnesota
$66K – – –
ARMC
2852
American Research & Management Company
Massachusetts
$63K – – –
TCM
2853
TD Capital Management
Tennessee
$63K – – –
MAWCM
2854
Mine & Arao Wealth Creation & Management
California
$60K – – –
RDFA
2855
Ritter Daniher Financial Advisory
Ohio
$60K +$61.9K +225 New
JWM
2856
Janiczek Wealth Management
Colorado
$58K +$9.62K +35 +19%
GM
2857
GeoWealth Management
Illinois
$58K +$57.5K +209 New
TC
2858
Tacita Capital
Ontario, Canada
$58K +$59.6K +217 New
FWM
2859
FSA Wealth Management
Massachusetts
$58K +$60.5K +220 New
SC
2860
Skylands Capital
Wisconsin
$53K – – –
SWA
2861
Safir Wealth Advisors
New Hampshire
$53K +$55K +200 New
FBT
2862
First Bank & Trust
South Dakota
$52K – – –
TAM
2863
Tucker Asset Management
Colorado
$46.2K +$47.8K +174 New
JPLA
2864
Joseph P. Lucia & Associates
New York
$46K -$153K -555 -76%
AS
2865
Altshuler Shaham
Israel
$46K +$40.7K +148 +569%
Q
2866
QVR
California
$46K +$47.6K +173 New
BAMG
2867
Brand Asset Management Group
Missouri
$43K -$81.6K -297 -65%
PS
2868
Planned Solutions
California
$43K – – –
AP
2869
Arlington Partners
Alabama
$43K +$44.5K +162 New
GSAM
2870
Grant Street Asset Management
Pennsylvania
$42K +$43.7K +159 New
RWM
2871
Raffa Wealth Management
District of Columbia
$41.7K +$2.75K +10 +7%
JWBC
2872
John W. Brooker & Co
California
$41K – – –
PG
2873
Proffitt & Goodson
Tennessee
$40K – – –
JMF
2874
Johnson Midwest Financial
Iowa
$40K +$41.2K +150 New
YAL
2875
Your Advocates Ltd
Texas
$39K – – –
113 114
115
116 117