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Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
1601
New England Capital Financial Advisors
Connecticut
$12.2K – – –
LFASL
1602
Lugano Financial Advisors SA (LFA)
Switzerland
$12K – – –
IW
1603
Imprint Wealth
South Carolina
$11.6K -$8.27K -39 -41%
MAM
1604
Marquette Asset Management
Minnesota
$10.8K +$1.91K +9 +20%
HWP
1605
Highline Wealth Partners
California
$10.7K +$848 +4 +8%
HWA
1606
HHM Wealth Advisors
Tennessee
$10.6K -$11K -52 -50%
AIS
1607
Advocate Investing Services
Maryland
$10.6K +$11K +52 New
PMIM
1608
Prudent Man Investment Management
Colorado
$10.4K +$10.8K +51 New
TCM
1609
TD Capital Management
Tennessee
$10.4K – – –
AT
1610
Arlington Trust
Alabama
$10.2K -$1.1M -5,208 -99%
PPC
1611
Park Place Capital
Alabama
$10.2K -$5.09K -24 -32%
MA
1612
Montag & Associates
Georgia
$10.2K +$6.78K +32 +178%
WA
1613
Westfuller Advisors
New York
$9.96K -$7.84K -37 -43%
PCTC
1614
Perkins Coie Trust Company
Washington
$9.95K – – –
HWA
1615
Heritage Wealth Advisors
Virginia
$9.75K – – –
GAFA
1616
Garton & Associates Financial Advisors
Kentucky
$9.45K +$9.96K +47 New
DPW
1617
DiNuzzo Private Wealth
Pennsylvania
$9.34K -$212 -1 -2%
MO
1618
McMillan Office
Michigan
$9.34K +$9.75K +46 New
TCM
1619
Triumph Capital Management
Colorado
$9.34K +$9.75K +46 New
AWM
1620
Ameliora Wealth Management
Switzerland
$8.93K -$12.7M -60,000 -100%
BCM
1621
Boreal Capital Management
Florida
$8.53K – – –
WAG
1622
Wilkerson Advisory Group
Missouri
$8.53K +$8.9K +42 New
TM
1623
Torren Management
California
$8.41K +$8.69K +41 New
KFP
1624
Kerr Financial Planning
California
$8.33K – – –
IWM
1625
IMG Wealth Management
Florida
$8.32K – – –
63 64
65
66 67