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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2101
Corbenic Partners
Pennsylvania
$8K -$8.45K -110 -50%
CFFP
2102
Center for Financial Planning
Michigan
$8K – – –
CAM
2103
ClariVest Asset Management
California
$8K – – –
HFS
2104
Heritage Financial Services
Massachusetts
$8K +$8.06K +105 New
ACA
2105
Atlas Capital Advisors
Wyoming
$7.79K – – –
ARIS
2106
Advanced Research Investment Solutions
California
$7K – – –
MIFH
2107
Migdal Insurance & Financial Holdings
Israel
$6K – – –
FCMT
2108
Founders Capital Management (Texas)
Texas
$6K +$6.14K +80 New
IIL
2109
Insight Inv LLC
California
$6K +$6.14K +80 New
TAM
2110
Tucker Asset Management
Colorado
$5.2K – – –
SC
2111
Steph & Co
Wisconsin
$5K -$29.1K -379 -85%
OA
2112
Operose Advisors
Wisconsin
$5K – – –
SFCL
2113
Strengthening Families & Communities LLC
Massachusetts
$5K – – –
CHA
2114
Carmichael Hill & Associates
Maryland
$5K +$1.84K +24 +59%
TWP
2115
TFO Wealth Partners
Ohio
$5K +$4.76K +62 New
SC
2116
Stephens Consulting
Michigan
$4.28K – – –
PCM
2117
Penserra Capital Management
California
$4K -$15.4K -200 -76%
APC
2118
Aspire Private Capital
North Carolina
$4K – – –
CWAF
2119
Core Wealth Advisors (Florida)
Florida
$4K – – –
AA
2120
Addison Advisors
Vermont
$4K +$1.15K +15 +43%
BCMIO
2121
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$3.84K +50 New
T2I
2122
Turim 21 Investimentos
Brazil
$3K – – –
DI
2123
Disciplined Investments
Oklahoma
$3K +$538 +7 +19%
LWP
2124
Laurel Wealth Planning
Minnesota
$3K +$2.61K +34 New
WA
2125
Win Advisors
Florida
$3K +$3.07K +40 New
83 84
85
86 87