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Name Holding Trade Value Shares
Change 		Change in
Stake
A
1726
AlphaQuest
New York
$51.9K -$387K -2,635 -89%
BIA
1727
Bell Investment Advisors
California
$51.1K – – –
MCM
1728
MidAtlantic Capital Management
Virginia
$51.1K – – –
NCM
1729
Northwest Capital Management
Oregon
$51.1K – – –
LWANC
1730
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.6K – – –
AWM
1731
AllSquare Wealth Management
New York
$49.6K – – –
AWM
1732
Abound Wealth Management
Tennessee
$49K -$734 -5 -2%
HB
1733
Horizon Bancorp
Indiana
$48K -$13.2K -90 -23%
IFAM
1734
Institutional & Family Asset Management
Colorado
$48K +$3.67K +25 +9%
BC
1735
Barrett & Company
Rhode Island
$47.2K – – –
GA
1736
GoalVest Advisory
New York
$45.6K -$1.47K -10 -3%
CCM
1737
Chilton Capital Management
Texas
$44.8K +$41.8K +285 New
IWA
1738
IBEX Wealth Advisors
New Jersey
$44.8K +$41.8K +285 New
UIA
1739
Ulland Investment Advisors
Minnesota
$44K – – –
AIM
1740
ARK Investment Management
Florida
$42.5K -$11.5M -78,520 -100%
CTA
1741
Colonial Trust Advisors
South Carolina
$42.5K +$27.1K +185 +218%
CFFP
1742
Center for Financial Planning
Michigan
$41.7K – – –
TIM
1743
Tortoise Investment Management
New York
$40.9K -$8.8K -60 -19%
RFG
1744
RFP Financial Group
Georgia
$40.1K – – –
PCWA
1745
Pacific Capital Wealth Advisors
California
$40.1K +$29.3K +200 +364%
OSNBOA
1746
Old Second National Bank of Aurora
Illinois
$39.3K – – –
PPWM
1747
PFG Private Wealth Management
Florida
$39.3K – – –
SFA
1748
Semmax Financial Advisors
North Carolina
$39.3K +$35.2K +240 New
SFCL
1749
Strengthening Families & Communities LLC
Massachusetts
$39K +$1.47K +10 +4%
RWMG
1750
Redwood Wealth Management Group
New Jersey
$36.2K +$33.7K +230 New
68 69
70
71 72