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Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
3126
Edge Capital Group
Georgia
$59K -$2.96M -10,027 -81%
TC
3127
Tacita Capital
Ontario, Canada
$58K +$14.8K +50 +31%
HGWM
3128
Harvest Group Wealth Management
Massachusetts
$57K – – –
SC
3129
Skylands Capital
Wisconsin
$55K – – –
IFAM
3130
Institutional & Family Asset Management
Colorado
$52K -$9.15K -31 -14%
BMD
3131
Better Money Decisions
New Mexico
$52K +$55.8K +189 New
SAM
3132
Strategic Asset Management
Minnesota
$49K +$16.5K +56 +46%
GWMI
3133
Guardian Wealth Management (Illinois)
Illinois
$48K +$295 +1 +0.6%
GAG
3134
Goodman Advisory Group
Massachusetts
$48K +$51.7K +175 New
JWBC
3135
John W. Brooker & Co
California
$43K – – –
UIA
3136
Ulland Investment Advisors
Minnesota
$42K -$464K -1,570 -91%
WAS
3137
Winch Advisory Services
Wisconsin
$42K +$886 +3 +2%
JMF
3138
Johnson Midwest Financial
Iowa
$41K – – –
MBFW
3139
Morton Brown Family Wealth
Pennsylvania
$41K – – –
YAL
3140
Your Advocates Ltd
Texas
$40K – – –
MS
3141
Mizuho Securities
Japan
$37K +$14.5K +49 +120%
GKIM
3142
GW&K Investment Management
Massachusetts
$37K +$15.1K +51 +61%
FSWA
3143
Financial Synergies Wealth Advisors
Texas
$36.8K +$39.6K +134 New
BC
3144
Belmont Capital
California
$36K – – –
CPFP
3145
Clear Perspectives Financial Planning
Ohio
$36K +$10.9K +37 +39%
APW
3146
Axim Planning & Wealth
Ohio
$35K +$38.1K +129 New
SL
3147
Savior LLC
Massachusetts
$31K – – –
CM
3148
Cornerstone Management
Georgia
$30.7K – – –
BCM
3149
Birch Capital Management
Texas
$29.1K +$31.3K +106 New
GIS
3150
Grayhawk Investment Strategies
Alberta, Canada
$28K +$23.6K +80 New
124 125
126
127 128