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Name Holding Trade Value Shares
Change 		Change in
Stake
RG
3026
Retirement Group
California
$20K -$70.4K -308 -78%
RCWMU
3027
Rothschild & Co Wealth Management (UK)
United Kingdom
$20K – – –
IP
3028
Isthmus Partners
Wisconsin
$20K +$19.2K +84 New
HL
3029
Harding Loevner
New Jersey
$18K – – –
RDFA
3030
Ritter Daniher Financial Advisory
Ohio
$17K – – –
SIAP
3031
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K +$686 +3 +2%
WIA
3032
Wealthstreet Investment Advisors
Texas
$12K -$27.8M -121,672 -100%
MFT
3033
Moisand Fitzgerald Tamayo
Florida
$12K +$11.4K +50 +1,667%
MFG
3034
Monumental Financial Group
Maryland
$10K -$682K -2,982 -99%
CWM
3035
Cranbrook Wealth Management
Michigan
$9K -$10.1K -44 -54%
CMBA
3036
C.M. Bidwell & Associates
Hawaii
$9K – – –
RIM
3037
Ranger Investment Management
Texas
$9K – – –
TJHA
3038
Thomas J. Herzfeld Advisors
Florida
$7K -$229 -1 -3%
DI
3039
Disciplined Investments
Oklahoma
$7K – – –
SA
3040
SRH Advisors
Kansas
$7K – – –
MA
3041
Modus Advisors
Minnesota
$7K +$7.09K +31 New
JWM
3042
Jackson Wealth Management
Florida
$7K +$128M +560,874 +1,434%
HWM
3043
Holloway Wealth Management
Florida
$6K – – –
CWA
3044
Carolina Wealth Advisors
South Carolina
$5K -$6.63K -29 -56%
UFF
3045
USA Financial Formulas
Michigan
$5K -$2.74K -12 -35%
LIM
3046
Longfellow Investment Management
Massachusetts
$5K – – –
MIM
3047
Macroview Investment Management
Maryland
$5K +$4.57K +20 New
AIA
3048
Arcadia Investment Advisors
Idaho
$3.04K +$2.97K +13 New
WA
3049
WestEnd Advisors
North Carolina
$2.57K – – –
TI
3050
Truehand Inc
New Hampshire
$2K – – –
120 121
122
123 124