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Name Holding Trade Value Shares
Change
Change in
Stake
MAG
3101
M3 Advisory Group
Massachusetts
$282K +$17.7K +111 +7%
KBG
3102
Kahn Brothers Group
New York
$282K – – –
TC
3103
TradeLink Capital
Illinois
$282K +$287K +1,800 New
CKAIS
3104
Christensen King & Associates Investment Services
Washington
$281K -$13.6K -85 -5%
BWA
3105
BlueChip Wealth Advisors
Georgia
$281K +$13.4K +84 +5%
RS
3106
Rakuten Securities
Japan
$280K +$39.5K +248 +16%
TPW
3107
Transatlantique Private Wealth
New York
$280K – – –
BIA
3108
Bigelow Investment Advisors
Maine
$280K -$478 -3 -0.2%
ACM
3109
Advance Capital Management
Michigan
$280K -$54.7K -343 -16%
IRC
3110
Investors Research Corp
Georgia
$280K – – –
KCM
3111
Kendall Capital Management
Maryland
$280K – – –
PA
3112
Planning Alternatives
Michigan
$279K +$3.51K +22 +1%
WWM
3113
Wolff Wiese Magana
California
$279K +$1.59K +10 +0.6%
EE
3114
EWG Elevate
California
$278K +$17.2K +108 +6%
TSWM
3115
Tyler-Stone Wealth Management
Ohio
$278K -$15.9K -100 -5%
PWM
3116
Prosperity Wealth Management
California
$277K +$55.5K +348 +24%
FL
3117
Fort LP
Maryland
$277K -$7.97K -50 -3%
MWM
3118
Mascoma Wealth Management
New Hampshire
$276K +$169K +1,058 +149%
WAM
3119
Worth Asset Management
Texas
$276K +$76.5K +480 +37%
TFP
3120
Tilia Fiduciary Partners
North Carolina
$275K -$16.7K -105 -6%
VFP
3121
Verus Financial Partners
Virginia
$275K +$159 +1 +0.1%
MW
3122
Members Wealth
Pennsylvania
$274K +$285K +1,790 New
JWS
3123
Juncture Wealth Strategies
Arizona
$274K -$15.1K -95 -5%
AA
3124
Aufman Associates
Pennsylvania
$273K +$8.77K +55 +3%
EMAM
3125
Encompass More Asset Management
California
$273K +$14.2K +89 +5%