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Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
3251
Bell Investment Advisors
California
$128K +$20.6K +54 +21%
KOCAA
3252
Knights of Columbus Asset Advisors
Connecticut
$125K +$115K +301 New
CCM
3253
Cribstone Capital Management
Maine
$123K -$7.61K -20 -6%
NR
3254
Newfound Research
Massachusetts
$120K -$25.9K -68 -19%
IWP
3255
IAG Wealth Partners
Wisconsin
$120K +$76.1K +200 +227%
LWA
3256
Lowe Wealth Advisors
Maryland
$118K – – –
RDFA
3257
Ritter Daniher Financial Advisory
Ohio
$118K +$22.8K +60 +27%
M1FG
3258
Mach-1 Financial Group
Arkansas
$118K +$109K +286 New
BA
3259
Bivin & Associates
Oklahoma
$117K +$107K +282 New
CAM
3260
Close Asset Management
United Kingdom
$110K -$32.7K -86 -24%
RBC
3261
Roble Belko & Company
Pennsylvania
$110K -$1.9K -5 -2%
SC
3262
Shay Capital
New York
$104K +$95.2K +250 New
CFN
3263
Cordasco Financial Network
Florida
$103K -$42.3K -111 -31%
RFP
3264
Roth Financial Partners
Texas
$102K +$93.3K +245 New
TCM
3265
TD Capital Management
Tennessee
$99K – – –
MAWCM
3266
Mine & Arao Wealth Creation & Management
California
$99K +$8.76K +23 +11%
HWM
3267
HighMark Wealth Management
Minnesota
$95K -$1.9K -5 -2%
FBT
3268
First Bank & Trust
South Dakota
$91K +$8.76K +23 +12%
LPWM
3269
Lake Point Wealth Management
Texas
$90K – – –
FFWM
3270
Future Financial Wealth Management
Ohio
$90K +$83.8K +220 New
EFS
3271
Econ Financial Services
Pennsylvania
$89K +$81.5K +214 New
PG
3272
Proffitt & Goodson
Tennessee
$85K – – –
BHWM
3273
Bay Harbor Wealth Management
Maryland
$84K +$3.81K +10 +4%
SC
3274
Skylands Capital
Wisconsin
$83K – – –
HGWM
3275
Harvest Group Wealth Management
Massachusetts
$81K -$9.52K -25 -11%
129 130
131
132 133