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Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
1751
Creative Financial Designs
Indiana
$185K +$69.1K +1,660 +50%
HFM
1752
Harvest Fund Management
China
$183K -$1.08M -26,050 -84%
AIM
1753
ARK Investment Management
Florida
$181K -$9.45M -226,880 -98%
HR
1754
Howe & Rusling
New York
$181K -$2.08K -50 -1%
CFN
1755
Cordasco Financial Network
Florida
$178K -$2.5K -60 -1%
JAM
1756
JCIC Asset Management
Ontario, Canada
$177K – – –
CA
1757
Capitolis Advisors
New York
$175K -$30.6M -735,960 -99%
BW
1758
Bison Wealth
Georgia
$175K +$194K +4,670 New
OLVIG
1759
Oliver Lagore Vanvalin Investment Group
Michigan
$174K +$194K +4,670 New
PCG
1760
Private Capital Group
Connecticut
$172K -$32.1K -770 -14%
MW
1761
Milestone Wealth
New York
$172K – – –
HNWAG
1762
High Net Worth Advisory Group
Florida
$171K -$6.25K -150 -3%
BWM
1763
BerganKDV Wealth Management
Minnesota
$169K -$1.25K -30 -0.7%
EWA
1764
EverSource Wealth Advisors
Alabama
$169K +$63.7K +1,530 +51%
SN
1765
Sittner & Nelson
Oregon
$167K +$94.9K +2,280 +104%
SIAP
1766
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$163K +$9.58K +230 +6%
FMB
1767
Field & Main Bank
Kentucky
$163K +$160K +3,850 +770%
DBG
1768
De Burlo Group
Massachusetts
$161K +$12.5K +300 +8%
POIA
1769
Pin Oak Investment Advisors
Texas
$161K +$73.7K +1,770 +70%
AS
1770
Altshuler Shaham
Israel
$161K +$179K +4,300 New
NWM
1771
Nauset Wealth Management
Connecticut
$155K -$8.74K -210 -5%
MAM
1772
McCarthy Asset Management
California
$154K – – –
ARIS
1773
Advanced Research Investment Solutions
California
$153K +$139K +3,340 +445%
HWMA
1774
Heritage Wealth Management (Arizona)
Arizona
$152K +$169K +4,070 New
FAG
1775
Fortitude Advisory Group
Washington
$148K -$27.5K -660 -14%
69 70
71
72 73