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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
2226
IAG Wealth Partners
Wisconsin
$10K
HS
2227
Horan Securities
United States
$10K +$9.85K +109 New
APWA
2228
Atlas Private Wealth Advisors
New Jersey
$10K +$9.94K +110 New
AW
2229
Avion Wealth
Texas
$9K
CA
2230
Crewe Advisors
Utah
$9K
DWA
2231
Dougherty Wealth Advisers
Minnesota
$9K
FA
2232
Financial Advantage
Maryland
$9K
HWM
2233
Holloway Wealth Management
Florida
$9K
TJHA
2234
Thomas J. Herzfeld Advisors
Florida
$7K +$6.6K +73 New
WLPWM
2235
Walled Lake Planning & Wealth Management
Illinois
$4K -$3.62K -40 -49%
WAS
2236
Winch Advisory Services
Wisconsin
$4K +$90 +1 +2%
SWM
2237
Selective Wealth Management
Virginia
$4K +$4.07K +45 New
PG
2238
Proffitt & Goodson
Tennessee
$4K +$4.34K +48 New
MFT
2239
Moisand Fitzgerald Tamayo
Florida
$3K
JWM
2240
Janiczek Wealth Management
Colorado
$3K +$3.25K +36 New
GG
2241
Gleason Group
Kentucky
$2K -$90 -1 -4%
CAM
2242
CenterStar Asset Management
Illinois
$2K
GC
2243
Globeflex Capital
California
$2K
WAMC
2244
Western Asset Management Company
California
$2K +$181 +2 +12%
RG
2245
Retirement Group
California
$2K +$1.81K +20 New
WAM
2246
Wolverine Asset Management
Illinois
$2K +$2.17K +24 New
LWA
2247
Lenox Wealth Advisors
New York
$1K -$3.62K -40 -80%
UFF
2248
USA Financial Formulas
Michigan
$1K +$1.36K +15 New
WIM
2249
Westside Investment Management
California
$258 -$4.07K -45 -2%
DFO
2250
Duquesne Family Office
New York
-$62.4M -791,300 Closed