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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1476
Hartford Financial Management
Connecticut
$654K – – –
DCM
1477
Delta Capital Management
New Jersey
$652K – – –
LF
1478
LifeSteps Financial
California
$651K +$143K +12,320 +34%
DLG
1479
Daniel L. Goodwin
$649K – – –
NJBEST
1480
New Jersey Better Educational Savings Trust
New Jersey
$649K – – –
BWM
1481
BigSur Wealth Management
Florida
$649K +$233K +20,000 +71%
MCG
1482
Meru Capital Group
New York
$649K +$559K +48,000 New
TF
1483
TimeScale Financial
Massachusetts
$646K +$14.9K +1,280 +3%
BHWM
1484
Bay Harbor Wealth Management
Maryland
$645K +$534K +45,920 +2,670%
GA
1485
GFS Advisors
Texas
$644K -$571K -49,080 -51%
KC
1486
Knuff & Co
California
$643K +$222K +19,120 +67%
EP
1487
Eudaimonia Partners
Tennessee
$640K +$102K +8,800 +23%
JWM
1488
JGP Wealth Management
Oregon
$639K +$25.1K +2,160 +5%
APW
1489
Austin Private Wealth
Texas
$638K +$213K +18,320 +64%
CIP
1490
Convergence Investment Partners
Florida
$636K -$1.58M -135,520 -74%
GPGA
1491
Grandeur Peak Global Advisors
Utah
$636K – – –
TA
1492
Tiedemann Advisors
New York
$634K -$44.2K -3,800 -7%
YWP
1493
YorkBridge Wealth Partners
New York
$633K +$69.8K +6,000 +15%
EGA
1494
E&G Advisors
Texas
$631K – – –
PC
1495
Pecaut & Co
Iowa
$631K – – –
LWMM
1496
Legacy Wealth Management (Mississippi)
Mississippi
$630K – – –
PL
1497
Plancorp LLC
Missouri
$628K +$19.5K +1,680 +4%
GFS
1498
GYL Financial Synergies
Connecticut
$627K +$51.7K +4,440 +11%
SMC
1499
Smith, Moore & Co
Missouri
$626K +$162K +13,920 +43%
TCM
1500
Teza Capital Management
Illinois
$620K -$1.04M -89,640 -66%
58 59
60
61 62