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Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
3351
Tiller Private Wealth
Pennsylvania
$341K +$4.33K +16 +1%
PCA
3352
Prosperity Capital Advisors
Ohio
$340K +$14.1K +52 +4%
UFF
3353
USA Financial Formulas
Michigan
$340K -$28.4K -105 -8%
GWM
3354
GSB Wealth Management
Connecticut
$339K +$270 +1 +0.1%
RS
3355
Rakuten Securities
Japan
$339K +$49.2K +182 +17%
SIS
3356
Strategic Investment Solutions
Illinois
$338K +$811 +3 +0.2%
JGIA
3357
Jackson Grant Investment Advisers
Connecticut
$337K – – –
GFG
3358
Goldstone Financial Group
Illinois
$337K -$5.95K -22 -2%
C
3359
Covestor
United Kingdom
$336K +$14.6K +54 +5%
WWMSC
3360
Wagner Wealth Management (South Carolina)
South Carolina
$336K -$31.1K -115 -9%
GKIM
3361
GW&K Investment Management
Massachusetts
$335K +$25.1K +93 +8%
HIG
3362
Heritage Investment Group
Florida
$335K +$16K +59 +5%
PPH
3363
Pure Portfolios Holdings
Oregon
$334K +$329K +1,216 New
FP
3364
Financial Perspectives
Minnesota
$334K – – –
ACC
3365
Acorn Creek Capital
Colorado
$334K +$2.43K +9 +0.7%
MBI
3366
May Barnhard Investments
Maryland
$333K -$17.3K -64 -5%
WA
3367
Wealthstream Advisors
New York
$333K +$66.5K +246 +25%
CA
3368
CGN Advisors
Kansas
$332K +$76K +281 +30%
I
3369
InceptionR
California
$332K -$1.53M -5,659 -82%
SLG
3370
Stanley-Laman Group
Pennsylvania
$331K -$185K -684 -36%
KPWG
3371
KFA Private Wealth Group
Virginia
$331K – – –
MWPCG
3372
Measured Wealth Private Client Group
New Hampshire
$330K -$95.7K -354 -23%
FBFS
3373
First Business Financial Services
Wisconsin
$330K -$58.1K -215 -15%
CMP
3374
Courage Miller Partners
Virginia
$330K – – –
PFA
3375
Plotkin Financial Advisors
Maryland
$330K – – –
133 134
135
136 137