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Norwegian Cruise Line
NCLH

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
526
Stone House Investment Management
Pennsylvania
$4.46K – – –
BFS
527
Beacon Financial Strategies
North Carolina
$4.46K +$4.22K +200 New
MS
528
Monetary Solutions
Ohio
$4.46K +$4.22K +200 New
SC
529
Stephens Consulting
Michigan
$4.46K +$4.22K +200 New
SWA
530
SOA Wealth Advisors
New York
$4.35K – – –
MAM
531
Meeder Asset Management
Ohio
$4.2K -$4.12K -195 -51%
ACM
532
Anfield Capital Management
California
$4.11K +$1.65K +78 +74%
WCM
533
Winthrop Capital Management
Indiana
$4K – – –
IIM
534
IFC & Insurance Marketing
California
$4K +$3.8K +180 New
JWA
535
JFS Wealth Advisors
Pennsylvania
$3.95K +$401 +19 +12%
GBT
536
Grove Bank & Trust
Florida
$3.93K – – –
CA
537
Crewe Advisors
Utah
$3.73K – – –
FFO
538
Fortitude Family Office
Arizona
$3.48K -$1.75K -83 -35%
AFC
539
Ares Financial Consulting
California
$3.46K +$3.27K +155 New
LWMI
540
Legacy Wealth Management (Idaho)
Idaho
$3.35K – – –
T
541
Tidemark
California
$3.35K – – –
TWD
542
True Wealth Design
Ohio
$3.24K -$106 -5 -3%
TFM
543
TFC Financial Management
Massachusetts
$2.63K -$296 -14 -11%
RTL
544
Red Tortoise LLC
Georgia
$2.48K – – –
TCOV
545
Trust Company of Vermont
Vermont
$2.48K – – –
IAS
546
IMA Advisory Services
Colorado
$2.48K +$2.34K +111 New
DFA
547
DHJJ Financial Advisors
Illinois
$2.43K – – –
S
548
Sachetta
Massachusetts
$2.39K – – –
SC
549
Swan Capital
Florida
$2.34K – – –
PTC
550
Private Trust Company
Ohio
$2.3K – – –
20 21
22
23 24