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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
3001
Tucker Asset Management
Colorado
$9.47K +$6.14K +116 +166%
MS
3002
Mizuho Securities
Japan
$9K -$477 -9 -5%
JSAM
3003
J. Safra Asset Management
New York
$8K – – –
MW
3004
Milestone Wealth
New York
$8K – – –
BSWA
3005
Bromfield Sneider Wealth Advisors
Massachusetts
$8K +$8.32K +157 New
UFF
3006
USA Financial Formulas
Michigan
$7K +$583 +11 +9%
IRAG
3007
Investment Research & Advisory Group
Georgia
$5K +$5.3K +100 New
SFG
3008
Steward Financial Group
Texas
$5K +$5.3K +100 New
HF
3009
Halpern Financial
Virginia
$4.76K -$23.7K -448 -83%
EAM
3010
Eukles Asset Management
Ohio
$4K -$9.22K -174 -68%
CI
3011
Carroll Investors
South Carolina
$4K – – –
WIA
3012
Wealthstreet Investment Advisors
Texas
$4K – – –
MAM
3013
Marquette Asset Management
Minnesota
$4K +$953 +18 +32%
MIM
3014
Macroview Investment Management
Maryland
$3K – – –
MCA
3015
Maryland Capital Advisors
Maryland
$3K – – –
BHWM
3016
Bay Harbor Wealth Management
Maryland
$3K +$689 +13 +33%
WA
3017
Win Advisors
Florida
$3K +$3.5K +66 New
WA
3018
WestEnd Advisors
North Carolina
$2.09K -$2.17K -41 Closed
PPWM
3019
PFG Private Wealth Management
Florida
$2K – – –
SFCL
3020
Strengthening Families & Communities LLC
Massachusetts
$2K – – –
ONST
3021
Old North State Trust
North Carolina
$1.56K -$1.63M -30,774 -100%
SFO
3022
Standard Family Office
South Dakota
$1K -$46.5K -878 -97%
AWMS
3023
Advocacy Wealth Management Services
Georgia
$1K -$27.9K -526 -96%
DWA
3024
Dougherty Wealth Advisers
Minnesota
$1K – – –
YAL
3025
Your Advocates Ltd
Texas
$1K – – –
119 120
121
122 123