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Name Holding Trade Value Shares
Change 		Change in
Stake
DF
3201
DecisionPoint Financial
Arizona
$147K -$6.79K -23 -5%
EWP
3202
Elevation Wealth Partners
California
$146K – – –
MCA
3203
Maryland Capital Advisors
Maryland
$143K – – –
TF
3204
TimeScale Financial
Massachusetts
$142K +$591 +2 +0.4%
PG
3205
Proffitt & Goodson
Tennessee
$141K – – –
WIM
3206
WealthPlan Investment Management
Nebraska
$140K +$12.4K +42 +10%
HI
3207
Hoey Investments
Pennsylvania
$140K -$36.9K -125 -22%
AWM
3208
AllSquare Wealth Management
New York
$140K +$29.8K +101 +27%
BCMIO
3209
Beacon Capital Management Inc (Ohio)
Ohio
$140K -$10.9K -37 -8%
SA
3210
SRH Advisors
Kansas
$138K – – –
BCM
3211
Blume Capital Management
California
$138K +$9.45K +32 +8%
FSWA
3212
Financial Synergies Wealth Advisors
Texas
$138K -$10K -34 -7%
EA
3213
Evolution Advisers
Virginia
$136K – – –
BCFD
3214
Boit C.F. David
$132K – – –
DF
3215
Dunhill Financial
United Kingdom
$130K +$118K +398 New
AA
3216
AlphaMark Advisors
Kentucky
$126K – – –
C
3217
Covestor
United Kingdom
$126K +$26.9K +91 +29%
SAG
3218
Spotlight Asset Group
Illinois
$124K +$118K +400 New
BC
3219
Barrett & Company
Rhode Island
$123K – – –
SHIM
3220
Stone House Investment Management
Pennsylvania
$120K +$591 +2 +0.5%
BIA
3221
Bell Investment Advisors
California
$120K +$12.7K +43 +13%
CWAF
3222
Core Wealth Advisors (Florida)
Florida
$120K -$1.9M -6,437 -94%
CAM
3223
Close Asset Management
United Kingdom
$119K – – –
AW
3224
Avion Wealth
Texas
$119K +$6.2K +21 +6%
FFL
3225
Financial Freedom LLC
Ohio
$117K – – –
127 128
129
130 131