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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2126
HighMark Wealth Management
Minnesota
$10K +$85 +1 +0.8%
TAIM
2127
TD Ameritrade Investment Management
Nebraska
$10K +$10.4K +123 New
FC
2128
Family CFO
California
$9.69K – – –
CFFP
2129
Center for Financial Planning
Michigan
$9K – – –
CAM
2130
ClariVest Asset Management
California
$9K – – –
PCM
2131
Penserra Capital Management
California
$9K +$4.08K +48 +75%
ACA
2132
Atlas Capital Advisors
Wyoming
$8.59K – – –
ARIS
2133
Advanced Research Investment Solutions
California
$8K – – –
DAC
2134
Dividend Assets Capital
South Carolina
$8K +$7.82K +92 New
FCMT
2135
Founders Capital Management (Texas)
Texas
$7K – – –
MIFH
2136
Migdal Insurance & Financial Holdings
Israel
$7K – – –
ARS
2137
Adirondack Retirement Specialists
New York
$7K +$6.8K +80 New
DBG
2138
De Burlo Group
Massachusetts
$6.74K -$487K -5,731 -99%
SC
2139
Steph & Co
Wisconsin
$6K – – –
RG
2140
Retirement Group
California
$5K -$12.8K -151 -70%
CHA
2141
Carmichael Hill & Associates
Maryland
$5K – – –
OA
2142
Operose Advisors
Wisconsin
$5K – – –
SFCL
2143
Strengthening Families & Communities LLC
Massachusetts
$5K +$85 +1 +2%
AA
2144
Addison Advisors
Vermont
$5K +$595 +7 +14%
UFF
2145
USA Financial Formulas
Michigan
$5K +$3.65K +43 +307%
SIC
2146
SJS Investment Consulting
Ohio
$5K +$4.5K +53 New
SC
2147
Stephens Consulting
Michigan
$4.72K – – –
HFM
2148
Hartford Financial Management
Connecticut
$4K -$6.8K -80 -66%
APC
2149
Aspire Private Capital
North Carolina
$4K – – –
CWAF
2150
Core Wealth Advisors (Florida)
Florida
$4K – – –
84 85
86
87 88