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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3251
TD Capital Management
Tennessee
$99K – – –
MAWCM
3252
Mine & Arao Wealth Creation & Management
California
$99K +$8.76K +23 +11%
HWM
3253
HighMark Wealth Management
Minnesota
$95K -$1.9K -5 -2%
FBT
3254
First Bank & Trust
South Dakota
$91K +$8.76K +23 +12%
LPWM
3255
Lake Point Wealth Management
Texas
$90K – – –
FFWM
3256
Future Financial Wealth Management
Ohio
$90K +$83.8K +220 New
EFS
3257
Econ Financial Services
Pennsylvania
$89K +$81.5K +214 New
PG
3258
Proffitt & Goodson
Tennessee
$85K – – –
BHWM
3259
Bay Harbor Wealth Management
Maryland
$84K +$3.81K +10 +4%
VRS
3260
Virginia Retirement Systems
Virginia
$83.6K – – –
SC
3261
Skylands Capital
Wisconsin
$83K – – –
HGWM
3262
Harvest Group Wealth Management
Massachusetts
$81K -$9.52K -25 -11%
AA
3263
AlphaCentric Advisors
Puerto Rico
$79K -$16.8K -44 -19%
AWM
3264
Activest Wealth Management
Florida
$79K +$34.6K +91 +91%
LFASL
3265
Lugano Financial Advisors SA (LFA)
Switzerland
$75K +$68.9K +181 New
GWMI
3266
Guardian Wealth Management (Illinois)
Illinois
$72K +$65.9K +173 New
MUMSS
3267
Mitsubishi UFJ Morgan Stanley Securities
Japan
$71K +$64.7K +170 New
TC
3268
Tacita Capital
Ontario, Canada
$67K -$15.2K -40 -20%
MWA
3269
Miller Wealth Advisors
Colorado
$66K +$60.9K +160 New
ST
3270
Sageworth Trust
Pennsylvania
$65K – – –
JWBC
3271
John W. Brooker & Co
California
$64K – – –
CAC
3272
Core Alternative Capital
Georgia
$64K +$24.7K +65 +73%
WAS
3273
Winch Advisory Services
Wisconsin
$63K +$4.19K +11 +8%
JMF
3274
Johnson Midwest Financial
Iowa
$62K – – –
GCM
3275
Gladius Capital Management
Illinois
$62K +$56K +147 New
129 130
131
132 133