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Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
2351
Laurel Wealth Planning
Minnesota
$6K – – –
WWM
2352
Wolff Wiese Magana
California
$6K +$675 +5 +14%
GA
2353
GoalVest Advisory
New York
$6K +$4.86K +36 +900%
FP
2354
Financial Perspectives
Minnesota
$5.65K – – –
HT
2355
HighTower Trust
Texas
$5.46K +$2.69M +19,945 +306%
TFP
2356
Tilia Fiduciary Partners
North Carolina
$5K -$16.9K -125 -78%
AWM
2357
Activest Wealth Management
Florida
$5K +$135 +1 +3%
VCM
2358
Versant Capital Management
Arizona
$5K +$270 +2 +6%
FA
2359
Fortis Advisors
Pennsylvania
$5K +$4.45K +33 New
CP
2360
Castleview Partners
Texas
$4.86K -$522K -3,866 -97%
CI
2361
Cordant Inc
Oregon
$4K -$6.48K -48 -62%
BRWM
2362
B. Riley Wealth Management
Tennessee
$3.19K +$1.64M +12,120 +116%
BPC
2363
Banque Pictet & Cie
Switzerland
$2.1K +$18.4K +136 +0.9%
KFP
2364
KB Financial Partners
New Jersey
$2K – – –
TWP
2365
TFO Wealth Partners
Ohio
$2K +$2.02K +15 New
FSWA
2366
Financial Synergies Wealth Advisors
Texas
$1.7K +$1.62K +12 New
BIM
2367
Baldwin Investment Management
Pennsylvania
$1.29K +$1.49K +11 +0.1%
WA
2368
WestEnd Advisors
North Carolina
$1.13K +$1.08K +8 New
EAM
2369
Eukles Asset Management
Ohio
$1K – – –
UFF
2370
USA Financial Formulas
Michigan
$1K – – –
TFA
2371
Transamerica Financial Advisors
Florida
$1K +$135 +1 New
MGIM
2372
M&G Investment Management
United Kingdom
$873 +$214K +1,588 +34%
IAIM
2373
International Assets Investment Management
Florida
$735 -$500K -3,707 -42%
ONST
2374
Old North State Trust
North Carolina
$565 +$135 +1 +33%
FGAM
2375
Financial Gravity Asset Management
Texas
$210 -$11.6K -86 -13%
93 94
95
96 97