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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
626
Blue Rock Wealth Management
North Carolina
$683K – – –
M
627
MATAURO
New York
$679K -$85.9K -606 -11%
PFS
628
Prospera Financial Services
Texas
$675K -$709 -5 -0.1%
SAM
629
Secure Asset Management
Michigan
$674K +$677K +4,773 New
HFM
630
Harvest Fund Management
China
$671K -$59.7K -421 -8%
MOS
631
MGO One Seven
Ohio
$665K -$37.8K -267 -5%
FISPB
632
Fideuram - Intesa Sanpaolo Private Banking
$658K -$591K -4,167 -47%
TSW
633
Three Seasons Wealth
Utah
$657K +$660K +4,658 New
TTIC
634
Tower Trust & Investment Company
Iowa
$635K +$9.36K +66 +1%
UB
635
Umpqua Bank
Oregon
$628K -$20.7K -146 -3%
JG
636
Jain Global
New York
$627K -$9.33M -65,840 -94%
OF
637
Optimize Financial
California
$627K +$630K +4,445 New
M1FG
638
Mach-1 Financial Group
Arkansas
$627K -$171K -1,203 -21%
FCG
639
Fielder Capital Group
Tennessee
$616K +$3.4K +24 +0.6%
CD
640
Chapin Davis
Maryland
$615K +$25.9K +183 +4%
JWS
641
Juncture Wealth Strategies
Arizona
$600K – – –
SFC
642
SYM Financial Corp
Indiana
$598K -$255K -1,796 -30%
PA
643
Parallel Advisors
California
$597K +$47.9K +338 +9%
CFB
644
Cullen/Frost Bankers
Texas
$595K +$480K +3,389 +411%
PWA
645
Pitcairn Wealth Advisors
Pennsylvania
$594K +$32.5K +229 +5%
CP
646
Camelot Portfolios
Ohio
$593K -$56.7K -400 -9%
RCM
647
Radnor Capital Management
Pennsylvania
$593K -$14.2K -100 -2%
EW
648
Evoke Wealth
California
$589K +$67K +473 +13%
AC
649
Avestar Capital
New York
$583K +$709 +5 +0.1%
WWC
650
Waypoint Wealth Counsel
Georgia
$578K -$109K -768 -16%
24 25
26
27 28