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Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
3051
Transcendent Capital Group
Oklahoma
$145K -$689K -10,558 -82%
RS
3052
R Squared
Hong Kong
$144K +$151K +2,310 New
PP
3053
Paloma Partners
Connecticut
$143K -$1.02M -15,640 -87%
HFS
3054
HBC Financial Services
Washington
$141K +$131 +2 +0.1%
HFS
3055
Hopwood Financial Services
Virginia
$141K +$147K +2,258 New
FCT
3056
First Community Trust
Iowa
$140K – – –
PP
3057
Pingora Partners
Wyoming
$135K -$9.14K -140 -6%
MIM
3058
Meridiem Investment Management
United Kingdom
$135K – – –
LIA
3059
Luken Investment Analytics
Tennessee
$134K +$22.8K +350 +19%
IFS
3060
Intelligent Financial Strategies
Minnesota
$133K +$326 +5 +0.2%
PPWM
3061
PFG Private Wealth Management
Florida
$127K +$1.57K +24 +1%
FAI
3062
Fiduciary Advisors Inc
Missouri
$126K +$132K +2,029 New
BC
3063
Belmont Capital
California
$125K -$2.09K -32 -2%
LWA
3064
Lowe Wealth Advisors
Maryland
$125K – – –
DMKJ
3065
David M. Knott Jr
$125K – – –
MA
3066
Modus Advisors
Minnesota
$123K +$129K +1,978 New
APW
3067
Aventura Private Wealth
Florida
$120K +$126K +1,933 New
WWA
3068
Wingate Wealth Advisors
Massachusetts
$119K +$124K +1,905 New
CPG
3069
Cornerstone Planning Group
New Jersey
$118K +$1.7K +26 +1%
PA
3070
Pineridge Advisors
Missouri
$117K -$14.2K -217 -10%
CTWM
3071
Cherry Tree Wealth Management
Minnesota
$116K – – –
OLVIG
3072
Oliver Lagore Vanvalin Investment Group
Michigan
$115K – – –
SI
3073
Sava Infond
Slovenia
$115K +$121K +1,850 New
DRP
3074
Decker Retirement Planning
Utah
$114K +$119K +1,830 New
HIMS
3075
Hager Investment Management Services
New Hampshire
$113K +$119K +1,822 New
121 122
123
124 125