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NTAP

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
826
Brown, Lisle/Cummings
Rhode Island
$1.23K +$1.22K +12 New
MAM
827
Marquette Asset Management
Minnesota
$1.23K +$1.22K +12 New
TCM
828
Triumph Capital Management
Colorado
$1.13K +$913 +9 +450%
BCH
829
Berkshire Capital Holdings
California
$1.02K – – –
PMAM
830
Picton Mahoney Asset Management
Ontario, Canada
$1.02K – – –
TFM
831
TFC Financial Management
Massachusetts
$1.02K – – –
PWA
832
Portus Wealth Advisors
North Carolina
$1.02K +$1.01K +10 New
HIA
833
HFM Investment Advisors
New Jersey
$922 -$101 -1 -10%
HHCP
834
Hilton Head Capital Partners
South Carolina
$922 – – –
FGAM
835
Financial Gravity Asset Management
Texas
$922 +$913 +9 New
WSFG
836
Wall Street Financial Group
Illinois
$922 +$913 +9 New
1CP
837
1015 Capital Partners
Pennsylvania
$819 -$304 -3 -27%
FHC
838
First Horizon Corporation
Tennessee
$819 +$812 +8 New
DF
839
DecisionPoint Financial
Arizona
$717 – – –
VWM
840
Vermillion Wealth Management
Minnesota
$717 +$710 +7 New
CIAM
841
Caitong International Asset Management
Hong Kong
$512 -$273K -2,687 -100%
FC
842
Financial Consulate
Maryland
$512 – – –
NWS
843
Nvest Wealth Strategies
Ohio
$512 +$507 +5 New
T
844
Tidemark
California
$512 +$507 +5 New
TCOT
845
Trust Company of Toledo
Ohio
$512 +$507 +5 New
IAIM
846
International Assets Investment Management
Florida
$510 – – –
WAG
847
Wilkerson Advisory Group
Missouri
$410 -$1.83K -18 -82%
ACA
848
American Capital Advisory
Idaho
$410 – – –
SA
849
Seneschal Advisors
Washington
$410 – – –
CW
850
Curio Wealth
Maryland
$410 +$406 +4 New
32 33
34
35 36