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Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
3601
Migdal Insurance & Financial Holdings
Israel
$194K -$47.4M -130,000 -100%
BGA
3602
Battery Global Advisors
Massachusetts
$194K +$174K +478 New
EFP
3603
EnRich Financial Partners
Wisconsin
$188K – – –
SRCM
3604
Signature Resources Capital Management
California
$187K -$36.5K -100 -18%
MCA
3605
Maryland Capital Advisors
Maryland
$186K – – –
C
3606
Covestor
United Kingdom
$184K -$5.11K -14 -3%
PG
3607
Proffitt & Goodson
Tennessee
$183K -$41.6K -114 -20%
EA
3608
Evolution Advisers
Virginia
$183K – – –
AAG
3609
Accordant Advisory Group
Maryland
$182K +$54.7K +150 +50%
HWM
3610
Horizons Wealth Management
North Carolina
$177K -$85K -233 -35%
VWA
3611
Valued Wealth Advisors
Utah
$174K +$729 +2 +0.5%
HI
3612
Hoey Investments
Pennsylvania
$172K – – –
DWS
3613
Dynamic Wealth Strategies
California
$169K -$37.9K -104 -20%
T
3614
Tidemark
California
$168K +$3.28K +9 +2%
RWM
3615
Reston Wealth Management
Virginia
$168K +$151K +415 New
PW
3616
Paladin Wealth
Minnesota
$165K +$148K +407 New
DF
3617
DecisionPoint Financial
Arizona
$162K – – –
BIA
3618
Bell Investment Advisors
California
$162K +$729 +2 +0.5%
FWM
3619
FSA Wealth Management
Massachusetts
$160K +$144K +394 New
AWM
3620
AllSquare Wealth Management
New York
$160K – – –
VFA
3621
Values First Advisors
Tennessee
$155K +$140K +383 New
AA
3622
AlphaMark Advisors
Kentucky
$152K -$9.12K -25 -6%
DCBT
3623
Dakota Community Bank & Trust
North Dakota
$144K – – –
FCG
3624
Financial Connections Group
California
$140K – – –
FA
3625
Financial Avengers
California
$138K +$729 +2 +0.6%
143 144
145
146 147