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Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
3176
Harvest Group Wealth Management
Massachusetts
$57K -$1.73K -5 -3%
NWM
3177
Nauset Wealth Management
Connecticut
$56K +$64.9K +187 New
ARIS
3178
Advanced Research Investment Solutions
California
$55K -$49.3K -142 -43%
GWMI
3179
Guardian Wealth Management (Illinois)
Illinois
$52K +$347 +1 +0.6%
TC
3180
Tacita Capital
Ontario, Canada
$48K – – –
JWBC
3181
John W. Brooker & Co
California
$46K – – –
GCA
3182
Greenwood Capital Associates
South Carolina
$45K -$7.29M -21,002 -99%
JMF
3183
Johnson Midwest Financial
Iowa
$45K – – –
MBFW
3184
Morton Brown Family Wealth
Pennsylvania
$45K – – –
WAS
3185
Winch Advisory Services
Wisconsin
$45K – – –
GM
3186
GeoWealth Management
Illinois
$45K +$18.4K +53 +54%
YAL
3187
Your Advocates Ltd
Texas
$44K – – –
BC
3188
Belmont Capital
California
$39K – – –
SAM
3189
Strategic Asset Management
Minnesota
$36K – – –
SL
3190
Savior LLC
Massachusetts
$35K – – –
RG
3191
Retirement Group
California
$35K +$7.63K +22 +23%
SFA
3192
Semmax Financial Advisors
North Carolina
$34K -$491K -1,416 -93%
CM
3193
Cornerstone Management
Georgia
$33.5K – – –
SP
3194
SWS Partners
Ohio
$33K +$38.5K +111 New
SC
3195
Schubert & Co
Texas
$31K +$16.3K +47 +85%
PI
3196
Parkside Investments
Illinois
$31K +$36.1K +104 New
BA
3197
Bivin & Associates
Oklahoma
$30K -$63.1K -182 -65%
CAM
3198
Cacti Asset Management
Georgia
$30K – – –
FC
3199
Family CFO
California
$30K – – –
TWP
3200
TFO Wealth Partners
Ohio
$30K +$34.3K +99 New
126 127
128
129 130