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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2876
Waddell & Associates
Tennessee
$80.3K +$1.38M +4,340 New
RA
2877
Resolute Advisors
California
$79K – – –
TCM
2878
TD Capital Management
Tennessee
$76K – – –
AA
2879
AlphaCentric Advisors
Puerto Rico
$74K +$74.1K +233 New
BHWM
2880
Bay Harbor Wealth Management
Maryland
$72K -$3.82K -12 -5%
RDFA
2881
Ritter Daniher Financial Advisory
Ohio
$72K – – –
PG
2882
Proffitt & Goodson
Tennessee
$71K – – –
HGWM
2883
Harvest Group Wealth Management
Massachusetts
$71K +$71.2K +224 New
MAWCM
2884
Mine & Arao Wealth Creation & Management
California
$69K – – –
TC
2885
Tacita Capital
Ontario, Canada
$69K – – –
LPWM
2886
Lake Point Wealth Management
Texas
$69K +$69K +217 New
GM
2887
GeoWealth Management
Illinois
$65K -$7.32K -23 -10%
SC
2888
Skylands Capital
Wisconsin
$64K – – –
TLCM
2889
Twin Lakes Capital Management
California
$64K – – –
FI
2890
FormulaFolio Investments
Michigan
$64K +$63.3K +199 New
MFG
2891
Monumental Financial Group
Maryland
$63K -$184K -580 -75%
FBT
2892
First Bank & Trust
South Dakota
$63K – – –
MS
2893
Mizuho Securities
Japan
$61K -$47.4K -149 -44%
MGIM
2894
M&G Investment Management
United Kingdom
$54.4K +$36.1M +113,560 +200%
PSIWM
2895
Paradigm Strategies in Wealth Management
Minnesota
$54K – – –
ST
2896
Sageworth Trust
Pennsylvania
$50K -$85.9K -270 -63%
JWBC
2897
John W. Brooker & Co
California
$49K – – –
JMF
2898
Johnson Midwest Financial
Iowa
$48K – – –
YAL
2899
Your Advocates Ltd
Texas
$47K – – –
WAS
2900
Winch Advisory Services
Wisconsin
$44K +$7K +22 +19%
114 115
116
117 118