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Name Holding Trade Value Shares
Change
Change in
Stake
PP
2476
PrairieView Partners
Minnesota
$83K – – –
FPFS
2477
First Personal Financial Services
North Carolina
$81K -$5.08K -52 -6%
MWA
2478
Moser Wealth Advisors
Washington
$81K – – –
PWM
2479
Prentice Wealth Management
New York
$78K +$72.5K +742 New
LWA
2480
Lowe Wealth Advisors
Maryland
$77K – – –
JWBC
2481
John W. Brooker & Co
California
$76K -$11.6K -119 -14%
IRAG
2482
Investment Research & Advisory Group
Georgia
$74K – – –
BHWM
2483
Bay Harbor Wealth Management
Maryland
$73K -$66.3K -679 -49%
MWM
2484
Mascoma Wealth Management
New Hampshire
$72K +$66.8K +684 New
KC
2485
Kepos Capital
New York
$69K – – –
MIM
2486
Macroview Investment Management
Maryland
$68K – – –
Skandinaviska Enskilda Banken (SEB)
2487
Skandinaviska Enskilda Banken (SEB)
Sweden
$68K – – –
APWM
2488
Atlas Private Wealth Management
New York
$67K -$879 -9 -1%
HC
2489
Hoese & Co
Minnesota
$66K +$61.9K +634 New
LWA
2490
Lenox Wealth Advisors
New York
$65K +$6.45K +66 +12%
HFS
2491
HBC Financial Services
Washington
$63.4K – – –
MLFP
2492
MPS Loria Financial Planners
Illinois
$61K – – –
PCH
2493
PGIM Custom Harvest
New Jersey
$59K – – –
TFA
2494
Toth Financial Advisory
Virginia
$58K -$19.5K -200 -26%
FFW
2495
Fusion Family Wealth
New York
$58K – – –
NCM
2496
New Capital Management
Texas
$58K – – –
SFA
2497
Semmax Financial Advisors
North Carolina
$58K +$5.08K +52 +10%
IF
2498
Ironwood Financial
Arizona
$57K – – –
JMF
2499
Johnson Midwest Financial
Iowa
$56K +$20.9K +214 +66%
MFT
2500
Moisand Fitzgerald Tamayo
Florida
$55K -$26.4K -270 -34%