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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
3126
Roble Belko & Company
Pennsylvania
$73K – – –
MAWCM
3127
Mine & Arao Wealth Creation & Management
California
$71K +$5.02K +17 +7%
TCM
3128
TD Capital Management
Tennessee
$67K +$71.4K +242 New
TAIM
3129
TD Ameritrade Investment Management
Nebraska
$64K -$21.3K -72 -24%
HWM
3130
HighMark Wealth Management
Minnesota
$63K – – –
BHWM
3131
Bay Harbor Wealth Management
Maryland
$62K -$2.95K -10 -4%
GM
3132
GeoWealth Management
Illinois
$61K -$295 -1 -0.5%
TC
3133
Tacita Capital
Ontario, Canada
$58K – – –
BC
3134
Belmont Capital
California
$57K +$22.1K +75 +58%
IFAM
3135
Institutional & Family Asset Management
Colorado
$56K +$3.54K +12 +6%
SC
3136
Skylands Capital
Wisconsin
$55K – – –
HH
3137
HWG Holdings
Texas
$53K +$56.7K +192 New
LFA
3138
Legend Financial Advisors
Pennsylvania
$51.9K +$55.5K +188 New
GWMI
3139
Guardian Wealth Management (Illinois)
Illinois
$49K +$295 +1 +0.6%
HGWM
3140
Harvest Group Wealth Management
Massachusetts
$45K -$7.08K -24 -13%
APP
3141
Alpha Paradigm Partners
Illinois
$45K +$47.8K +162 New
FSWA
3142
Financial Synergies Wealth Advisors
Texas
$44.7K +$8.27K +28 +21%
WAS
3143
Winch Advisory Services
Wisconsin
$44K +$2.07K +7 +5%
SAM
3144
Strategic Asset Management
Minnesota
$43K -$5.61K -19 -11%
JWBC
3145
John W. Brooker & Co
California
$43K – – –
APW
3146
Axim Planning & Wealth
Ohio
$43K +$8.27K +28 +22%
GAG
3147
Goodman Advisory Group
Massachusetts
$42K -$6.79K -23 -13%
UIA
3148
Ulland Investment Advisors
Minnesota
$42K – – –
MBFW
3149
Morton Brown Family Wealth
Pennsylvania
$41K – – –
KFAA
3150
Klaas Financial Asset Advisors
Illinois
$41K +$44.3K +150 New
124 125
126
127 128