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Name Holding Trade Value Shares
Change
Change in
Stake
TLCM
2926
Twin Lakes Capital Management
California
$210K – – –
PFA
2927
Pettinga Financial Advisors
Indiana
$210K +$197K +7,150 New
AF
2928
Apexium Financial
Texas
$209K +$196K +7,120 New
HNWA
2929
Henrickson Nauta Wealth Advisors
Michigan
$208K +$245K +8,890 New
RH
2930
RFG Holdings
Texas
$207K +$193K +7,030 New
CP
2931
Capital Planning
Washington
$206K +$193K +7,000 New
&Partners
2932
&Partners
Tennessee
$205K +$192K +6,960 New
TTWM
2933
TCV Trust & Wealth Management
Virginia
$205K +$192K +6,960 New
SAS
2934
Stelac Advisory Services
New York
$204K -$817K -29,710 -81%
VCM
2935
Vision Capital Management
Oregon
$204K +$190K +6,920 New
SFI
2936
SPC Financial Inc
Maryland
$204K +$191K +6,950 New
TM
2937
Titan Managers
Arizona
$204K +$191K +6,950 New
CH
2938
Canton Hathaway
Rhode Island
$203K – – –
TFP
2939
Tilia Fiduciary Partners
North Carolina
$203K +$190K +6,890 New
CWMGP
2940
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$202K +$189K +6,870 New
ARK Investment Management
2941
ARK Investment Management
Florida
$196K -$1.97M -71,520 -91%
IFS
2942
Intelligent Financial Strategies
Minnesota
$188K +$176K +6,400 New
KFI
2943
Key Financial Inc
Pennsylvania
$187K +$66K +2,400 +61%
TCTC Holdings
2944
TCTC Holdings
Texas
$182K – – –
HDIM
2945
Hanson & Doremus Investment Management
Vermont
$179K +$166K +6,020 +7,525%
KFS
2946
Kelly Financial Services
Massachusetts
$179K +$55K +2,000 +49%
WAM
2947
WFA Asset Management
Wisconsin
$178K +$167K +6,060 New
DAC
2948
Dividend Assets Capital
South Carolina
$176K – – –
CCMW
2949
Cypress Capital Management (Wyoming)
Wyoming
$174K +$78.4K +2,850 +93%
LFA
2950
Level Financial Advisors
New York
$169K +$158K +5,750 New