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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
3401
Bay Harbor Wealth Management
Maryland
$282K -$26.8K -163 -8%
CFD
3402
Creative Financial Designs
Indiana
$281K -$987 -6 -0.3%
WCM
3403
Weld Capital Management
New York
$281K +$293K +1,782 New
LK
3404
Lumbard & Kellner
New Hampshire
$276K -$32.9K -200 -10%
AF
3405
Aldebaran Financial
$275K +$287K +1,746 New
PDM
3406
Penn Davis McFarland
Texas
$274K – – –
FPC
3407
Falcon Point Capital
California
$272K – – –
AWM
3408
Alterna Wealth Management
Texas
$271K +$73K +444 +35%
WAM
3409
Wakefield Asset Management
Colorado
$270K +$282K +1,714 New
JWM
3410
Janiczek Wealth Management
Colorado
$269K – – –
GWAG
3411
Garrett Wealth Advisory Group
Texas
$268K -$3.45K -21 -1%
DTIM
3412
Danda Trouve Investment Management
Kansas
$268K +$12.3K +75 +5%
GWM
3413
Graybill Wealth Management
Illinois
$267K -$1.64K -10 -0.6%
LI
3414
LVZ Inc
Michigan
$267K +$24.3K +148 +10%
KTA
3415
Keeley-Teton Advisors
Illinois
$265K +$16.4K +100 +6%
SWAG
3416
Spectrum Wealth Advisory Group
California
$262K +$271K +1,648 New
RWA
3417
RGT Wealth Advisors
Texas
$261K +$272K +1,652 New
PIN
3418
Prudent Investors Network
California
$258K +$2.96K +18 +1%
TC
3419
Tatro Capital
Kentucky
$258K +$269K +1,637 New
MSWMA
3420
Market Street Wealth Management Advisors
Indiana
$257K +$268K +1,630 New
KAH
3421
Kathryn A. Hall
$256K +$267K +1,625 New
VCM
3422
Virtue Capital Management
Tennessee
$255K -$6.47M -39,369 -96%
CCA
3423
Conservest Capital Advisors
Pennsylvania
$253K +$329 +2 +0.1%
BSAM
3424
Blue Sky Asset Management
Colorado
$252K +$263K +1,598 New
FSWA
3425
Financial Synergies Wealth Advisors
Texas
$250K +$260K +1,583 New
135 136
137
138 139