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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2876
FormulaFolio Investments
Michigan
$66K -$6.13M -22,257 Closed
MAWCM
2877
Mine & Arao Wealth Creation & Management
California
$66K -$2.76K -10 -4%
TC
2878
Tacita Capital
Ontario, Canada
$66K – – –
TAM
2879
Tucker Asset Management
Colorado
$63.8K +$9.65K +35 +20%
SC
2880
Skylands Capital
Wisconsin
$61K – – –
TLCM
2881
Twin Lakes Capital Management
California
$61K +$55.1K +200 New
ARMC
2882
American Research & Management Company
Massachusetts
$60K -$11.9K -43 -18%
FBT
2883
First Bank & Trust
South Dakota
$60K – – –
RA
2884
Resolute Advisors
California
$54K +$68.4K +248 New
RWM
2885
Raffa Wealth Management
District of Columbia
$53.7K +$5.24K +19 +12%
JPLA
2886
Joseph P. Lucia & Associates
New York
$53K +$276 +1 +0.6%
PSIWM
2887
Paradigm Strategies in Wealth Management
Minnesota
$52K +$46.9K +170 New
GSAM
2888
Grant Street Asset Management
Pennsylvania
$48K – – –
RG
2889
Retirement Group
California
$47K -$45.2K -164 -52%
JWBC
2890
John W. Brooker & Co
California
$47K – – –
JMF
2891
Johnson Midwest Financial
Iowa
$46K – – –
YAL
2892
Your Advocates Ltd
Texas
$45K – – –
EWM
2893
Elmwood Wealth Management
California
$41K +$36.9K +134 New
BC
2894
Belmont Capital
California
$40K – – –
LWP
2895
Laurel Wealth Planning
Minnesota
$40K – – –
FPW
2896
Flagship Private Wealth
Massachusetts
$37.1K -$276 -1 -0.8%
WAS
2897
Winch Advisory Services
Wisconsin
$36K -$2.76K -10 -8%
CAM
2898
Cacti Asset Management
Georgia
$31K – – –
ACA
2899
Atlas Capital Advisors
Wyoming
$29.3K – – –
KFP
2900
KB Financial Partners
New Jersey
$29K +$26.5K +96 New
114 115
116
117 118