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Name Holding Trade Value Shares
Change 		Change in
Stake
MHIP
1701
Mountain Hill Investment Partners
New Jersey
$616 -$47.7K -1,085 -99%
UCB
1702
United Community Bank
South Carolina
$575 -$25.3K -576 -98%
WA
1703
WestEnd Advisors
North Carolina
$534 +$44 +1 +8%
BIM
1704
Breakwater Investment Management
Washington
$452 +$88 +2 +22%
LIA
1705
Luken Investment Analytics
Tennessee
$452 +$484 +11 New
BCM
1706
Blume Capital Management
California
$411 – – –
CAIM
1707
Catherine Avery Investment Management
Florida
$411 – – –
EIP
1708
Essential Investment Partners
Colorado
$411 – – –
HFS
1709
Horizon Financial Services
North Carolina
$411 +$440 +10 New
OA
1710
Operose Advisors
Wisconsin
$312 -$59.4K -1,350 -99%
HHGA
1711
Halbert Hargrove Global Advisors
California
$310 +$352 +8 New
1CP
1712
1015 Capital Partners
Pennsylvania
$287 -$396 -9 -56%
RJA
1713
Ross\Johnson & Associates
Minnesota
$287 +$88 +2 +40%
BFP
1714
Birchwood Financial Partners
Minnesota
$246 – – –
IWP
1715
IAG Wealth Partners
Wisconsin
$246 – – –
RF
1716
Robbins Farley
New Hampshire
$206 – – –
DF
1717
Downshift Financial
Colorado
$164 +$176 +4 New
SA
1718
Strategic Advocates
Utah
$123 – – –
3FI
1719
3 Factor Indexing
California
$83 +$88 +2 New
RWS
1720
Retirement Wealth Solutions
Wisconsin
$83 +$88 +2 New
MI
1721
Markowski Investments
Florida
$82 +$88 +2 New
VWM
1722
Vermillion Wealth Management
Minnesota
$25 -$1.85K -42 -98%
KFGG
1723
Keystone Financial Group (Georgia)
Georgia
$2 -$176 -4 Closed
LP
1724
Longview Partners
Guernsey
– -$268M -5,067,578 Closed
SAG
1725
Susquehanna Advisors Group
Pennsylvania
– -$95.1M -1,800,000 Closed
67 68
69
70 71