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Name Holding Trade Value Shares
Change
Change in
Stake
IFA
2201
Interactive Financial Advisors
Illinois
$90K – – –
AP
2202
Arlington Partners
Alabama
$90K +$38.1K +386 +45%
RWM
2203
Raffa Wealth Management
District of Columbia
$89.4K -$91.1K -922 -43%
TF
2204
TimeScale Financial
Massachusetts
$89K -$210K -2,124 -63%
SIAS
2205
Shine Investment Advisory Services
Colorado
$89K – – –
Walleye Capital
2206
Walleye Capital
New York
$89K +$122K +1,230 New
LGWM
2207
Litman Gregory Wealth Management
California
$88K -$12.5K -127 -9%
DI
2208
Disciplined Investments
Oklahoma
$85K +$10.3K +104 +10%
PHK
2209
Point72 Hong Kong
Hong Kong
$83K -$1.11M -11,245 -91%
NICM
2210
Neo Ivy Capital Management
New York
$82K +$111K +1,125 New
IUHSA
2211
Itau Unibanco Holding S.A.
Brazil
$80K -$137K -1,383 -56%
CIM
2212
Contravisory Investment Management
Massachusetts
$80K – – –
AW
2213
Avion Wealth
Texas
$80K +$109K +1,099 New
LFG
2214
LifePlan Financial Group
Ohio
$78K – – –
S
2215
Seeyond
France
$77K -$797K -8,067 -37%
LF
2216
Lee Financial
Texas
$77K -$19.8K -200 -16%
SQA
2217
Simon Quick Advisors
New Jersey
$75K -$140K -1,416 -58%
CSC
2218
Cove Street Capital
California
$72K – – –
FEG
2219
Financial Enhancement Group
Indiana
$72K – – –
FMP
2220
Financial Management Professionals
Texas
$70K -$98.8K -1,000 -51%
MWA
2221
Moser Wealth Advisors
Washington
$70K -$13.8K -140 -13%
CT
2222
Clearstead Trust
Maine
$69K – – –
EARNEST Partners
2223
EARNEST Partners
Georgia
$66K – – –
LD
2224
Lipe & Dalton
New York
$64K – – –
BWA
2225
Burt Wealth Advisors
Maryland
$62K -$45.8K -463 -35%