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TLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MSG
176
Main Street Group
Virginia
$3.36K – – –
BFS
177
Bare Financial Services
Pennsylvania
$2.83K +$3.51K +211 New
APFP
178
Action Point Financial Planning
Michigan
$2.83K +$3.53K +212 New
HI
179
Harbour Investments
Wisconsin
$2.75K – – –
MB
180
MidFirst Bank
Oklahoma
$2.67K – – –
NSIM
181
North Star Investment Management
Illinois
$2.66K +$1.67K +100 +102%
MWA
182
Medallion Wealth Advisors
Connecticut
$2.65K – – –
BBHC
183
Brown Brothers Harriman & Co
New York
$2.47K – – –
PWA
184
Physician Wealth Advisors
Utah
$2.43K +$233 +14 +8%
CPG
185
Cornerstone Planning Group
New Jersey
$2.38K – – –
BIA
186
Bell Investment Advisors
California
$2.28K -$2.4K -144 -46%
RF
187
Rossby Financial
Florida
$2.28K – – –
WTA
188
Washington Trust Advisors
Massachusetts
$1.91K -$2.7K -162 -53%
TWD
189
True Wealth Design
Ohio
$1.58K +$1.56K +94 +392%
SCM
190
Sterling Capital Management
North Carolina
$1.24K – – –
HWP
191
Highline Wealth Partners
California
$994 – – –
RWM
192
Raffa Wealth Management
District of Columbia
$927 – – –
NS
193
NBC Securities
Alabama
$926 – – –
KFA
194
Kelleher Financial Advisors
New York
$914 +$1.13K +68 New
JWM
195
JPL Wealth Management
Colorado
$887 +$150 +9 +16%
PFBT
196
Parkside Financial Bank & Trust
Missouri
$860 – – –
SWM
197
SHP Wealth Management
Massachusetts
$752 +$266 +16 +40%
IA
198
IFP Advisors
Florida
$631 -$3.6K -216 -82%
SPIA
199
Steward Partners Investment Advisory
New York
$515 +$633 +38 New
CFM
200
Cornerstone Financial Management
Massachusetts
$483 -$483 -29 -45%
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8
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