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Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
3226
First Community Trust
Iowa
$148K +$136K +357 New
TF
3227
TimeScale Financial
Massachusetts
$146K +$761 +2 +0.6%
MW
3228
Milestone Wealth
New York
$146K +$134K +351 New
FA
3229
Financial Avengers
California
$144K +$381 +1 +0.3%
CA
3230
Crewe Advisors
Utah
$141K -$15.6K -41 -11%
EWM
3231
Edge Wealth Management
New York
$140K – – –
MAM
3232
McCarthy Asset Management
California
$140K – – –
SCA
3233
Sandy Cove Advisors
Massachusetts
$137K +$126K +331 New
ARIS
3234
Advanced Research Investment Solutions
California
$135K – – –
SFFS
3235
Stonehage Fleming Financial Services
Jersey
$132K – – –
OF
3236
Outfitter Financial
Maine
$131K +$120K +316 New
BIA
3237
Bell Investment Advisors
California
$128K +$20.6K +54 +21%
KOCAA
3238
Knights of Columbus Asset Advisors
Connecticut
$125K +$115K +301 New
CCM
3239
Cribstone Capital Management
Maine
$123K -$7.61K -20 -6%
NR
3240
Newfound Research
Massachusetts
$120K -$25.9K -68 -19%
IWP
3241
IAG Wealth Partners
Wisconsin
$120K +$76.1K +200 +227%
LWA
3242
Lowe Wealth Advisors
Maryland
$118K – – –
RDFA
3243
Ritter Daniher Financial Advisory
Ohio
$118K +$22.8K +60 +27%
M1FG
3244
Mach-1 Financial Group
Arkansas
$118K +$109K +286 New
BA
3245
Bivin & Associates
Oklahoma
$117K +$107K +282 New
CAM
3246
Close Asset Management
United Kingdom
$110K -$32.7K -86 -24%
RBC
3247
Roble Belko & Company
Pennsylvania
$110K -$1.9K -5 -2%
SC
3248
Shay Capital
New York
$104K +$95.2K +250 New
CFN
3249
Cordasco Financial Network
Florida
$103K -$42.3K -111 -31%
RFP
3250
Roth Financial Partners
Texas
$102K +$93.3K +245 New
128 129
130
131 132