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Natera
NTRA

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
751
1620 Investment Advisors
Massachusetts
$13.6K – – –
BC
752
Barrett & Company
Rhode Island
$13.6K – – –
AG
753
AmeriFlex Group
Nevada
$13K +$10.2K +48 New
APFP
754
Action Point Financial Planning
Michigan
$12.5K +$10.2K +48 New
JWA
755
JFS Wealth Advisors
Pennsylvania
$12.2K +$853 +4 +10%
CH
756
Cromwell Holdings
Wyoming
$11.7K +$4.9K +23 +115%
S
757
Sachetta
Massachusetts
$10.9K +$213 +1 +3%
WETS
758
Wealth Enhancement Trust Services
South Dakota
$10.3K +$8.1K +38 New
DWS
759
Dynamic Wealth Strategies
California
$9.77K – – –
HHCP
760
Hilton Head Capital Partners
South Carolina
$9.77K – – –
DWM
761
Dogwood Wealth Management
Kansas
$9.77K +$2.13K +10 +38%
HPC
762
HM Payson & Co
Maine
$9.23K – – –
FC
763
Fairscale Capital
New Hampshire
$9.23K – – –
TM
764
Torren Management
California
$8.96K – – –
WT
765
Whittier Trust
California
$8.8K – – –
AIS
766
Advocate Investing Services
Maryland
$8.41K – – –
CPG
767
Cornerstone Planning Group
New Jersey
$8.19K +$1.49K +7 +29%
RWS
768
Retirement Wealth Solutions
Wisconsin
$7.87K – – –
MAFA
769
MJT & Associates Financial Advisory
Minnesota
$7.87K +$6.18K +29 New
NEWAS
770
N.E.W. Advisory Services
Wisconsin
$7.6K -$3.41K -16 -36%
MAM
771
Marquette Asset Management
Minnesota
$7.6K – – –
SFCL
772
Strengthening Families & Communities LLC
Massachusetts
$7.33K +$5.76K +27 New
DF
773
Dunhill Financial
United Kingdom
$7.04K +$4.48K +21 +525%
PWMG
774
Private Wealth Management Group
New Jersey
$6.79K +$5.33K +25 New
IAS
775
IMA Advisory Services
Colorado
$6.79K +$2.13K +10 +67%
29 30
31
32 33