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Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
3251
Red Tortoise LLC
Georgia
$54.2K – – –
SIC
3252
SJS Investment Consulting
Ohio
$51.6K -$4.2K -17 -9%
IWP
3253
IAG Wealth Partners
Wisconsin
$51.4K – – –
VSQM
3254
V-Square Quantitative Management
Illinois
$47.9K +$41.2K +167 New
SC
3255
Stephens Consulting
Michigan
$46.5K – – –
CFS
3256
CGC Financial Services
Oregon
$46.5K +$40K +162 New
NC
3257
NewSquare Capital
Pennsylvania
$46.2K -$64.2K -260 -62%
HS
3258
Horan Securities
United States
$46.1K -$987 -4 -2%
SWM
3259
Sanctuary Wealth Management
Idaho
$45.1K +$38.7K +157 New
PP
3260
PFS Partners
New Jersey
$43.9K – – –
TJHA
3261
Thomas J. Herzfeld Advisors
Florida
$43.8K -$5.67K -23 -13%
GIS
3262
Grayhawk Investment Strategies
Alberta, Canada
$41.3K – – –
HWM
3263
HighMark Wealth Management
Minnesota
$39.6K -$23.4K -95 -41%
APW
3264
Acima Private Wealth
Virginia
$39.3K -$8.14K -33 -19%
TCM
3265
Tradewinds Capital Management
Washington
$38.7K – – –
DI
3266
Disciplined Investments
Oklahoma
$38.5K -$3.46K -14 -9%
GA
3267
GoalVest Advisory
New York
$38.2K -$247K -1,000 -88%
RA
3268
Rise Advisors
New York
$37K -$1.97K -8 -6%
CPA
3269
Cowen Prime Advisors
New York
$34.7K – – –
ARS
3270
Adirondack Retirement Specialists
New York
$33K – – –
TCA
3271
Trifecta Capital Advisors
Illinois
$33K – – –
DSC
3272
Duncker Streett & Co
Missouri
$31.3K -$2.22K -9 -8%
IA
3273
IFS Advisors
Kansas
$30.7K – – –
AS
3274
Altshuler Shaham
Israel
$30.1K +$25.9K +105 New
SIMG
3275
Stephens Investment Management Group
Texas
$29.8K +$25.7K +104 New
129 130
131
132 133