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Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
2951
Lugano Financial Advisors SA (LFA)
Switzerland
$178K +$38.1K +82 +29%
PWMG
2952
Private Wealth Management Group
New Jersey
$176K +$2.79K +6 +2%
POIA
2953
Pin Oak Investment Advisors
Texas
$173K – – –
MFA
2954
McClarren Financial Advisors
Pennsylvania
$172K +$24.2K +52 +12%
PPWM
2955
PFG Private Wealth Management
Florida
$172K -$9.77K -21 -6%
AWM
2956
Activest Wealth Management
Florida
$168K -$1.86K -4 -1%
WTA
2957
Washington Trust Advisors
Massachusetts
$166K +$35.3K +76 +29%
S
2958
Sachetta
Massachusetts
$166K +$38.1K +82 +32%
CIAS
2959
CBIZ Investment Advisory Services
Ohio
$166K +$30.2K +65 +24%
SHIM
2960
Stone House Investment Management
Pennsylvania
$165K – – –
CC
2961
Centiva Capital
New York
$161K -$1.13M -2,428 -88%
AWM
2962
Abound Wealth Management
Tennessee
$159K +$5.12K +11 +4%
GA
2963
GoalVest Advisory
New York
$156K – – –
CTC
2964
Cetera Trust Company
Minnesota
$155K -$11.6K -25 -7%
SAS
2965
Stelac Advisory Services
New York
$151K – – –
CFFP
2966
Center for Financial Planning
Michigan
$148K – – –
CAM
2967
Cacti Asset Management
Georgia
$146K – – –
CAC
2968
Core Alternative Capital
Georgia
$143K – – –
TIM
2969
Tortoise Investment Management
New York
$138K +$32.6K +70 +33%
TLCM
2970
Twin Lakes Capital Management
California
$136K – – –
RP
2971
Rowlandmiller & Partners
Georgia
$133K – – –
CSWM
2972
Cassady Schiller Wealth Management
Ohio
$131K – – –
MWM
2973
Mascoma Wealth Management
New Hampshire
$128K – – –
MHR
2974
Matthew Hamilton Rosenberg
$121K -$14.4K -31 -11%
BAM
2975
Bellevue Asset Management
Washington
$118K -$52.1K -112 -32%
117 118
119
120 121