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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
2201
JFS Wealth Advisors
Pennsylvania
$174K -$65.2K -281 -26%
WP
2202
WealthPLAN Partners
Nebraska
$173K -$2.55K -11 -1%
PCTC
2203
Perkins Coie Trust Company
Washington
$172K
RA
2204
Rational Advisors
New York
$171K -$711K -3,062 -80%
MBFW
2205
Morton Brown Family Wealth
Pennsylvania
$169K
CFFP
2206
Center for Financial Planning
Michigan
$167K
JFA
2207
JNBA Financial Advisors
Minnesota
$166K +$10.2K +44 +6%
LWA
2208
Lowe Wealth Advisors
Maryland
$165K +$31.3K +135 +22%
GTAM
2209
Global Trust Asset Management
Florida
$162K
C
2210
Covestor
United Kingdom
$160K +$20.2K +87 +14%
OC
2211
Oakworth Capital
Alabama
$159K +$51K +220 +44%
CTB
2212
Country Trust Bank
Illinois
$155K
TJHA
2213
Thomas J. Herzfeld Advisors
Florida
$155K
RCG
2214
Rock Creek Group
District of Columbia
$155K -$13.9K -60 -8%
MCA
2215
Maryland Capital Advisors
Maryland
$155K
GWS
2216
Glassman Wealth Services
Virginia
$154K -$37.8K -163 -19%
HFS
2217
HBC Financial Services
Washington
$150K
CIA
2218
Cape Investment Advisory
Georgia
$148K +$8.35K +36 +6%
SWA
2219
SOA Wealth Advisors
New York
$147K
M
2220
MOTCO
Texas
$145K -$6.17M -26,572 -98%
PP
2221
Pacifica Partners
Canada
$145K -$696 -3 -0.5%
HBT
2222
Hills Bank & Trust
Iowa
$138K
MFA
2223
McClarren Financial Advisors
Pennsylvania
$136K -$4.18K -18 -3%
IRAG
2224
Investment Research & Advisory Group
Georgia
$134K
MRCM
2225
M&R Capital Management
New Jersey
$134K -$110K -476 -44%