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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
501
Column Capital Advisors
Indiana
$4K +$4.78K +28 New
RA
502
Rise Advisors
New York
$4K +$4.78K +28 New
RIM
503
Rockbridge Investment Management
New York
$3.84K – – –
PFGIA
504
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$23.9K -140 -88%
BFC
505
Bedel Financial Consulting
Indiana
$3K – – –
MS
506
Mizuho Securities
Japan
$3K +$171 +1 +5%
RG
507
Retirement Group
California
$3K +$1.36K +8 +53%
AP
508
Arlington Partners
Alabama
$3K +$3.24K +19 New
BHWM
509
Beaird Harris Wealth Management
Texas
$3K +$3.24K +19 New
MAM
510
Meeder Asset Management
Ohio
$3K +$3.75K +22 New
SC
511
Stephens Consulting
Michigan
$2.72K – – –
RWM
512
Raffa Wealth Management
District of Columbia
$2.27K -$341 -2 -12%
BCH
513
Berkshire Capital Holdings
California
$2K – – –
BA
514
Bivin & Associates
Oklahoma
$2K – – –
CAL
515
Capital Analysts LLC
Pennsylvania
$2K – – –
EFS
516
Econ Financial Services
Pennsylvania
$2K – – –
OCM
517
Orion Capital Management
California
$2K – – –
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$2K +$683 +4 +40%
JWA
519
JFS Wealth Advisors
Pennsylvania
$2K +$1.54K +9 +180%
SPWG
520
Sage Private Wealth Group
Illinois
$2K +$1.71K +10 New
KSWA
521
Kathleen S. Wright Associates
Pennsylvania
$2K +$1.88K +11 New
FCA
522
FinTrust Capital Advisors
South Carolina
$2K +$2.39K +14 New
TFA
523
Toth Financial Advisory
Virginia
$2K +$2.56K +15 New
SIS
524
Sound Income Strategies
Florida
$2K +$2.73K +16 New
FIA
525
FNY Investment Advisers
New York
$2K +$3.07K +18 New
19 20
21
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