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Name Holding Trade Value Shares
Change 		Change in
Stake
PH
3151
Pinnacle Holdings
Oklahoma
$120K +$135K +541 New
CWAF
3152
Core Wealth Advisors (Florida)
Florida
$119K +$88.7K +355 +198%
MUMSS
3153
Mitsubishi UFJ Morgan Stanley Securities
Japan
$118K -$72.5K -290 -35%
SLWA
3154
San Luis Wealth Advisors
California
$110K +$81.7K +327 New
RA
3155
Resolute Advisors
California
$109K -$3.75K -15 -3%
WR
3156
WD Rutherford
Oregon
$109K +$25.5K +102 +26%
RAM
3157
Riggs Asset Management
Pennsylvania
$108K -$2.22M -8,884 -95%
MSFP
3158
Mark Sheptoff Financial Planning
Connecticut
$106K -$62.5K -250 -34%
KFS
3159
Kelly Financial Services
Massachusetts
$104K +$500 +2 +0.4%
SL
3160
Savior LLC
Massachusetts
$103K -$2K -8 -2%
FCG
3161
Financial Connections Group
California
$102K – – –
CMA
3162
Cedar Mountain Advisors
Oregon
$100K +$25K +100 +28%
OA
3163
Operose Advisors
Wisconsin
$99K +$2.5K +10 +2%
HWM
3164
HighMark Wealth Management
Minnesota
$98K +$2.75K +11 +3%
AA
3165
AlphaMark Advisors
Kentucky
$97K +$31K +124 +39%
MWC
3166
MBM Wealth Consultants
Missouri
$95K -$8.5K -34 -7%
TC
3167
Trust Company
Kansas
$94K – – –
NF
3168
Norwood Financial
Pennsylvania
$92K – – –
COCM
3169
Charter Oak Capital Management
New Hampshire
$92K +$4.25K +17 +4%
CFFP
3170
Center for Financial Planning
Michigan
$92K +$15.5K +62 +18%
WA
3171
WestEnd Advisors
North Carolina
$91.6K -$33.8M -135,079 Closed
WWP
3172
WR Wealth Planners
Missouri
$89.4K +$100K +402 New
LCM
3173
Laurion Capital Management
New York
$89K -$91.2K -365 -48%
SC
3174
Solstein Capital
California
$89K – – –
PG
3175
Proffitt & Goodson
Tennessee
$89K +$25K +100 +33%
125 126
127
128 129