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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1601
Baldrige Asset Management
Pennsylvania
$12K +$10.4K +2,000 New
HFS
1602
HBC Financial Services
Washington
$12K +$10.4K +2,000 New
LFA
1603
Lighthouse Financial Advisors
Maryland
$12K +$10.8K +2,080 New
AIS
1604
Accurate Investment Solutions
Pennsylvania
$11K -$10.4K -2,000 -53%
FMP
1605
Financial Management Professionals
Texas
$11K – – –
CI
1606
Cordant Inc
Oregon
$11K +$9.36K +1,800 New
NCM
1607
New Capital Management
Texas
$10K – – –
GI
1608
GS Investments
Minnesota
$9.48K +$1.04K +200 +14%
GCM
1609
Gladius Capital Management
Illinois
$9K -$336K -64,520 -98%
SWM
1610
Selective Wealth Management
Virginia
$9K – – –
BEI
1611
Benjamin Edwards Inc
Missouri
$8K -$38.1K -7,320 -85%
WFMPM
1612
Woodley Farra Manion Portfolio Management
Indiana
$8K +$6.87K +1,320 New
BDWM
1613
Brewin Dolphin Wealth Management
Ireland
$7.53K – – –
MA
1614
MUFG Americas
New York
$7K +$3.12K +600 +107%
RMC
1615
Resources Management Corp
Connecticut
$6K – – –
AS
1616
Altshuler Shaham
Israel
$6K +$4.99K +960 New
CA
1617
CXI Advisors
Indiana
$6K +$5.62K +1,080 New
EI
1618
Ellevest Inc
New York
$5K -$208 -40 -4%
FEG
1619
Financial Enhancement Group
Indiana
$5K – – –
UFF
1620
USA Financial Formulas
Michigan
$5K +$4.16K +800 New
PK
1621
Pflug Koory
Nebraska
$5K +$4.79K +920 New
WWM
1622
Willingdon Wealth Management
North Carolina
$4K -$5.2K -1,000 -63%
PWP
1623
Personal Wealth Partners
Minnesota
$4K – – –
PW
1624
Price Wealth
Texas
$4K – – –
TCA
1625
Tortoise Capital Advisors
Kansas
$4K – – –
63 64
65
66 67