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Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
1201
Financial Gravity Asset Management
Texas
$37.8K +$34.6K +240 New
HWM
1202
HighMark Wealth Management
Minnesota
$37.2K – – –
PIM
1203
Plato Investment Management
Australia
$36.1K – – –
MCM
1204
MV Capital Management
Maryland
$35.6K -$18.1K -126 -36%
DPW
1205
DiNuzzo Private Wealth
Pennsylvania
$34.9K +$144 +1 +0.5%
SHF
1206
Safe Harbor Fiduciary
Florida
$32.6K – – –
WF
1207
Wayfinding Financial
Washington
$32K +$30K +208 New
WAG
1208
Wiser Advisor Group
Arizona
$31.9K +$144 +1 +0.5%
BL
1209
BFSG LLC
California
$31.5K – – –
DF
1210
DecisionPoint Financial
Arizona
$31.5K – – –
KOCAA
1211
Knights of Columbus Asset Advisors
Connecticut
$31.5K – – –
SS
1212
Sunbelt Securities
Texas
$30.7K +$144 +1 +0.5%
LI
1213
Louisbourg Investments
New Brunswick, Canada
$30.5K – – –
RWM
1214
Ruedi Wealth Management
Illinois
$29.8K – – –
WCM
1215
WealthTrak Capital Management
Virginia
$29.4K +$144 +1 +0.5%
CFD
1216
Creative Financial Designs
Indiana
$29.3K +$8.36K +58 +45%
MEG
1217
Millstone Evans Group
Colorado
$28.2K – – –
IWP
1218
IAG Wealth Partners
Wisconsin
$28K – – –
CWM
1219
Crowley Wealth Management
Delaware
$27.5K – – –
WA
1220
Whipplewood Advisors
Colorado
$26.9K -$12.8K -89 -56%
CCM
1221
Chilton Capital Management
Texas
$26.8K – – –
OSNBOA
1222
Old Second National Bank of Aurora
Illinois
$26.3K -$10.5K -73 -30%
BTC
1223
Bank & Trust Company
Illinois
$26.1K – – –
DIP
1224
DT Investment Partners
Pennsylvania
$25.6K – – –
MCM
1225
Manchester Capital Management
Vermont
$25.5K +$10.2K +71 +78%
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