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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
3951
PEAK6 Investments
Illinois
$145K -$68.1K -268 -33%
MGI
3952
MayTech Global Investments
New York
$142K – – –
FPW
3953
Flagship Private Wealth
Massachusetts
$142K +$30.8K +121 +31%
BHWM
3954
Bay Harbor Wealth Management
Maryland
$137K +$254 +1 +0.2%
RFP
3955
Roth Financial Partners
Texas
$135K – – –
TAM
3956
Tucker Asset Management
Colorado
$135K -$41.2K -162 -25%
HF
3957
Halpern Financial
Virginia
$132K -$5.59K -22 -4%
AWM
3958
Avondale Wealth Management
Texas
$125K -$14.2K -56 -11%
YU
3959
Yale University
Connecticut
$110K +$103K +407 New
SPIA
3960
Strategic Point Investment Advisors
Rhode Island
$109K +$103K +404 New
WIA
3961
Wealthstreet Investment Advisors
Texas
$107K -$28.1M -110,436 -100%
JWBC
3962
John W. Brooker & Co
California
$104K -$17.3K -68 -15%
PSIWM
3963
Paradigm Strategies in Wealth Management
Minnesota
$96K +$17.8K +70 +25%
CWA
3964
Carolina Wealth Advisors
South Carolina
$90K -$10.2K -40 -11%
NR
3965
Newfound Research
Massachusetts
$90K -$763 -3 -0.9%
MWC
3966
MKD Wealth Coaches
Michigan
$81K – – –
IWP
3967
IAG Wealth Partners
Wisconsin
$81K +$3.81K +15 +5%
EC
3968
Estate Counselors
Wisconsin
$74K – – –
AWA
3969
Artemis Wealth Advisors
New York
$59.9K – – –
MG
3970
MilWealth Group
Wisconsin
$52K – – –
WFA
3971
Wells Financial Advisors
Massachusetts
$46K – – –
TJHA
3972
Thomas J. Herzfeld Advisors
Florida
$41K +$4.32K +17 +13%
DTIM
3973
Danda Trouve Investment Management
Kansas
$35K +$13K +51 +64%
IHWM
3974
Iron Horse Wealth Management
Iowa
$30K – – –
GC
3975
Globeflex Capital
California
$21K – – –
157 158
159
160 161