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Name Holding Trade Value Shares
Change 		Change in
Stake
MS
3001
Mizuho Securities
Japan
$9K -$477 -9 -5%
JSAM
3002
J. Safra Asset Management
New York
$8K – – –
MW
3003
Milestone Wealth
New York
$8K – – –
BSWA
3004
Bromfield Sneider Wealth Advisors
Massachusetts
$8K +$8.32K +157 New
UFF
3005
USA Financial Formulas
Michigan
$7K +$583 +11 +9%
IRAG
3006
Investment Research & Advisory Group
Georgia
$5K +$5.3K +100 New
SFG
3007
Steward Financial Group
Texas
$5K +$5.3K +100 New
HF
3008
Halpern Financial
Virginia
$4.76K -$23.7K -448 -83%
EAM
3009
Eukles Asset Management
Ohio
$4K -$9.22K -174 -68%
CI
3010
Carroll Investors
South Carolina
$4K – – –
WIA
3011
Wealthstreet Investment Advisors
Texas
$4K – – –
MAM
3012
Marquette Asset Management
Minnesota
$4K +$953 +18 +32%
MIM
3013
Macroview Investment Management
Maryland
$3K – – –
MCA
3014
Maryland Capital Advisors
Maryland
$3K – – –
BHWM
3015
Bay Harbor Wealth Management
Maryland
$3K +$689 +13 +33%
WA
3016
Win Advisors
Florida
$3K +$3.5K +66 New
WA
3017
WestEnd Advisors
North Carolina
$2.09K -$2.17K -41 Closed
PPWM
3018
PFG Private Wealth Management
Florida
$2K – – –
SFCL
3019
Strengthening Families & Communities LLC
Massachusetts
$2K – – –
ONST
3020
Old North State Trust
North Carolina
$1.56K -$1.63M -30,774 -100%
SFO
3021
Standard Family Office
South Dakota
$1K -$46.5K -878 -97%
AWMS
3022
Advocacy Wealth Management Services
Georgia
$1K -$27.9K -526 -96%
DWA
3023
Dougherty Wealth Advisers
Minnesota
$1K – – –
YAL
3024
Your Advocates Ltd
Texas
$1K – – –
SGM
3025
Skye Global Management
Florida
– -$275M -5,290,000 Closed
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121
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