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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
751
Rockbridge Investment Management
New York
$9K – – –
JWM
752
Janiczek Wealth Management
Colorado
$9K +$4.45K +18 +90%
MWP
753
Meridian Wealth Partners
Pennsylvania
$9K +$9.88K +40 New
AWA
754
Arkadios Wealth Advisors
Georgia
$8K -$10.6K -43 -57%
HFM
755
Harvest Fund Management
China
$7K -$9.63K -39 -57%
LS
756
Leelyn Smith
Illinois
$7K – – –
AS
757
Altshuler Shaham
Israel
$7K +$6.92K +28 New
FPS
758
Fieldpoint Private Securities
Connecticut
$6K -$1.73K -7 -23%
EWM
759
Edge Wealth Management
New York
$6K – – –
PFBT
760
Parkside Financial Bank & Trust
Missouri
$6K +$247 +1 +4%
BWP
761
Baldwin Wealth Partners
Massachusetts
$6K +$5.93K +24 New
HGWM
762
Harvest Group Wealth Management
Massachusetts
$6K +$6.18K +25 New
TWA
763
TCI Wealth Advisors
Arizona
$5K -$9.14K -37 -65%
PA
764
Perennial Advisors
New York
$5K – – –
PFA
765
Professional Financial Advisors
Nebraska
$5K – – –
RWB
766
RMR Wealth Builders
New Jersey
$5K +$4.94K +20 New
SIAP
767
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K +$4.94K +20 New
SCA
768
Stonebridge Capital Advisors
Minnesota
$4K +$3.71K +15 New
AWM
769
Activest Wealth Management
Florida
$4K +$4.2K +17 New
VNA
770
Valley National Advisers
Pennsylvania
$4K +$4.45K +18 New
AIM
771
Anchor Investment Management
South Carolina
$3.73K – – –
RWM
772
Raffa Wealth Management
District of Columbia
$3.73K +$741 +3 +25%
BWM
773
BerganKDV Wealth Management
Minnesota
$3K – – –
TF
774
TimeScale Financial
Massachusetts
$3K +$2.72K +11 New
KFS
775
Kelly Financial Services
Massachusetts
$2.98K -$247 -1 -8%
29 30
31
32 33