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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
3301
Ball & Co Wealth Management
Tennessee
$116K – – –
PP
3302
Pacifica Partners
Canada
$116K – – –
WAG
3303
Wiser Advisor Group
Arizona
$114K +$116K +950 New
HHMI
3304
Howard Hughes Medical Institute
Maryland
$110K – – –
TIM
3305
Tortoise Investment Management
New York
$110K +$11K +90 +11%
PFSC
3306
Peoples Financial Services Corp
Pennsylvania
$110K +$97.6K +800 +667%
HFS
3307
Hughes Financial Services
Virginia
$110K – – –
MNA
3308
Manning & Napier Advisors
New York
$107K +$109K +890 New
CIR
3309
Clear Investment Research
Georgia
$106K -$8.54K -70 -7%
FPF
3310
First Pacific Financial
Washington
$106K -$334K -2,740 -76%
IAS
3311
IMA Advisory Services
Colorado
$106K +$20.7K +170 +24%
RTL
3312
Red Tortoise LLC
Georgia
$104K – – –
ITIM
3313
Indiana Trust & Investment Management
Indiana
$104K +$6.1K +50 +6%
WWA
3314
Wealth Watch Advisors
Colorado
$103K +$105K +860 New
1IA
3315
1620 Investment Advisors
Massachusetts
$103K +$1.22K +10 +1%
CWM
3316
Consultiva Wealth Management
Puerto Rico
$102K – – –
NEWAS
3317
N.E.W. Advisory Services
Wisconsin
$101K – – –
POIA
3318
Pin Oak Investment Advisors
Texas
$99.5K -$28.1K -230 -22%
MFT
3319
Moisand Fitzgerald Tamayo
Florida
$97.1K – – –
RWM
3320
Rialto Wealth Management
New York
$95.9K – – –
TWD
3321
True Wealth Design
Ohio
$94.8K +$19.5K +160 +25%
TCM
3322
Tradewinds Capital Management
Washington
$94.7K +$2.44K +20 +3%
AP
3323
Aspect Partners
Virginia
$94.7K -$1.22K -10 -1%
TFM
3324
TFC Financial Management
Massachusetts
$92.3K +$12.2K +100 +15%
PB
3325
Pinnacle Bancorp
Nebraska
$92.3K +$22K +180 +31%
131 132
133
134 135