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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1151
SJS Investment Consulting
Ohio
$3.4K +$822 +15 +33%
FCAS
1152
First Command Advisory Services
Texas
$3.4K +$3.29K +60 New
FMTCOCP
1153
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
TAIM
1154
TD Ameritrade Investment Management
Nebraska
$3K – – –
CTA
1155
Colonial Trust Advisors
South Carolina
$2.55K -$822 -15 -25%
GTAM
1156
Global Trust Asset Management
Florida
$2.55K – – –
TIM
1157
Tortoise Investment Management
New York
$2.55K – – –
CCMI
1158
Creative Capital Management Investments
California
$2.55K +$2.47K +45 New
CAL
1159
Capital Analysts LLC
Pennsylvania
$2K – – –
VNA
1160
Valley National Advisers
Pennsylvania
$2K – – –
AW
1161
Avion Wealth
Texas
$2K +$822 +15 +50%
LCM
1162
Lynwood Capital Management
Ontario, Canada
$1.95K +$247K +4,500 New
GFPC
1163
Global Financial Private Client
Florida
$1.74K – – –
HWP
1164
Highline Wealth Partners
California
$1.7K – – –
CCP
1165
Carmel Capital Partners
California
$1.7K +$1.64K +30 New
PI
1166
PEAK6 Investments
Illinois
$1.48K -$822 -15 -33%
FSWA
1167
Financial Synergies Wealth Advisors
Texas
$849 – – –
SWA
1168
SOA Wealth Advisors
New York
$849 – – –
SOW
1169
State of Wyoming
Wyoming
$849 – – –
TWD
1170
True Wealth Design
Ohio
$849 – – –
WWM
1171
Wolff Wiese Magana
California
$849 – – –
UFF
1172
USA Financial Formulas
Michigan
$849 +$822 +15 New
EWP
1173
Elevation Wealth Partners
California
$13 – – –
PCFFS
1174
Pacific Center for Financial Services
California
$11 – – –
DCP
1175
DSM Capital Partners
Florida
– -$95.4M -1,695,945 Closed
45 46
47
48 49