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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Mission Wealth Management
California
$282K +$276K +1,924 New
ATS
802
Ashton Thomas Securities
New York
$280K -$12.3K -86 -4%
RFA
803
Reyes Financial Architecture
California
$273K +$20.5K +143 +8%
SP
804
SmartHarvest Portfolios
Washington
$271K -$1.29K -9 -0.5%
CFIA
805
Cantor Fitzgerald Investment Advisors
New York
$271K – – –
TAM
806
Tocqueville Asset Management
New York
$269K -$13.8K -96 -5%
FCBT
807
First Citizens Bank & Trust
North Carolina
$269K +$287 +2 +0.1%
SIA
808
Strategic Investment Advisors
Michigan
$269K -$78.2K -546 -23%
HWAM
809
Hennion & Walsh Asset Management
New Jersey
$266K +$860 +6 +0.3%
GAA
810
Global Assets Advisory
Florida
$266K – – –
BTWM
811
Baker Tilly Wealth Management
Wisconsin
$266K +$287 +2 +0.1%
KP
812
Keel Point
Alabama
$265K +$33.8K +236 +15%
EFG
813
Everhart Financial Group
Ohio
$265K +$21.5K +150 +9%
GLA
814
Great Lakes Advisors
Illinois
$264K -$1.56M -10,877 -86%
BCA
815
Bay Colony Advisors
Massachusetts
$262K – – –
AU
816
AlphaGrep UK
$260K +$254K +1,776 New
VWM
817
Venturi Wealth Management
Texas
$258K -$53.9K -376 -18%
SAW
818
Signal Advisors Wealth
Michigan
$255K +$250K +1,742 New
YWS
819
Yarger Wealth Strategies
Ohio
$255K +$573 +4 +0.2%
AIP
820
Ameritas Investment Partners
Nebraska
$255K -$13.2K -92 -5%
PFBT
821
Parkside Financial Bank & Trust
Missouri
$254K +$5.73K +40 +2%
DWT
822
Dorsey & Whitney Trust
South Dakota
$253K -$13.9K -97 -5%
PFA
823
Pure Financial Advisors
California
$252K -$2.29K -16 -0.9%
WWC
824
Waypoint Wealth Counsel
Georgia
$252K -$340K -2,376 -58%
CCAL
825
City Center Advisors LLC
Michigan
$251K -$287 -2 -0.1%
31 32
33
34 35