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Name Holding Trade Value Shares
Change 		Change in
Stake
YAL
3676
Your Advocates Ltd
Texas
$59.2K -$6.93K -19 -12%
TWD
3677
True Wealth Design
Ohio
$54.7K – – –
PCWA
3678
Pacific Capital Wealth Advisors
California
$53.8K -$64.9K -178 -57%
SIS
3679
Strategic Investment Solutions
Illinois
$52.1K +$365 +1 +0.8%
AWM
3680
Activest Wealth Management
Florida
$50.9K -$349K -956 -88%
SFA
3681
Semmax Financial Advisors
North Carolina
$47.9K -$11.3K -31 -21%
ATC
3682
Advantage Trust Company
Kansas
$47.4K – – –
WAS
3683
Winch Advisory Services
Wisconsin
$46.4K – – –
RF
3684
Robinswood Financial
Washington
$46.2K +$1.09K +3 +3%
LFA
3685
Livelsberger Financial Advisory
Ohio
$45.8K +$41.2K +113 New
BFS
3686
Burkett Financial Services
South Carolina
$45.5K – – –
TPW
3687
Talon Private Wealth
Florida
$44.2K +$39.8K +109 New
HIIFS
3688
Harel Insurance Investments & Financial Services
Israel
$43K -$468K -1,284 -92%
BFP
3689
Briaud Financial Planning
Texas
$42K – – –
LIS
3690
Legacy Investment Solutions
Idaho
$41K +$36.5K +100 New
LWMI
3691
Legacy Wealth Management (Idaho)
Idaho
$41K +$36.5K +100 New
FC
3692
Family CFO
California
$40.5K – – –
SC
3693
Skylands Capital
Wisconsin
$40.5K – – –
APW
3694
Atlantic Private Wealth
North Carolina
$40.5K +$36.5K +100 New
KPP
3695
Kings Path Partners
Texas
$39.3K – – –
WOC
3696
West Oak Capital
California
$39.1K -$47.4K -130 -1%
JFG
3697
JDM Financial Group
Texas
$36.5K +$4.74K +13 +17%
FPFS
3698
First Personal Financial Services
North Carolina
$34.8K +$1.09K +3 +4%
GIS
3699
Grayhawk Investment Strategies
Alberta, Canada
$32.4K – – –
DMKJ
3700
David M. Knott Jr
$32K – – –
146 147
148
149 150