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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2101
Financial Management Professionals
Texas
$91K +$23.2K +196 +28%
FP
2102
Financial Perspectives
Minnesota
$89.4K – – –
KFI
2103
Key Financial Inc
Pennsylvania
$89K – – –
BFG
2104
Baron Financial Group
New Jersey
$87.4K – – –
FMTCOCP
2105
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86K +$11.8K +100 +13%
ETI
2106
Enterprise Trust & Investment
California
$85K +$3.43K +29 +4%
MCA
2107
Maryland Capital Advisors
Maryland
$83K – – –
NR
2108
Newfound Research
Massachusetts
$82K -$18K -152 -16%
PCC
2109
Park Circle Company
Maryland
$82K – – –
LTI
2110
Laffer Tengler Investments
Tennessee
$82K – – –
CWP
2111
Concord Wealth Partners
Virginia
$81K -$11.8K -100 -11%
IUHSA
2112
Itau Unibanco Holding S.A.
Brazil
$78K -$359K -3,034 -80%
PPWM
2113
PFG Private Wealth Management
Florida
$78K -$3.19K -27 -3%
AIP
2114
Ahrens Investment Partners
Louisiana
$77K -$23.7K -200 -21%
CA
2115
Centerpoint Advisors
Massachusetts
$77K -$9.82K -83 -10%
GCGDR
2116
Geo Capital Gestora de Recursos
Brazil
$76K +$4.38K +37 +5%
AA
2117
Addison Advisors
Vermont
$75K -$60.8K -514 -41%
NIM
2118
NuWave Investment Management
New Jersey
$75K +$87.3K +738 New
GC
2119
Gould Capital
Washington
$74K – – –
GFPC
2120
Global Financial Private Client
Florida
$73.6K +$13.6K +115 +19%
WFA
2121
West Financial Advisors
Iowa
$73K -$6.98K -59 -8%
AWM
2122
Atticus Wealth Management
Florida
$72K +$473 +4 +0.6%
WWMSC
2123
Wagner Wealth Management (South Carolina)
South Carolina
$68K +$78.2K +661 New
MWM
2124
Mascoma Wealth Management
New Hampshire
$67K -$1.06K -9 -1%
PG
2125
Proffitt & Goodson
Tennessee
$66K – – –
83 84
85
86 87