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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
2201
Burt Wealth Advisors
Maryland
$54K -$841 -10 -1%
TFA
2202
Toth Financial Advisory
Virginia
$54K +$16.8K +200 +36%
LWA
2203
Lowe Wealth Advisors
Maryland
$53K – – –
APWM
2204
Atlas Private Wealth Management
New York
$52K -$117K -1,396 -66%
IRAG
2205
Investment Research & Advisory Group
Georgia
$51K – – –
MWC
2206
MBM Wealth Consultants
Missouri
$50K – – –
MCM
2207
MV Capital Management
Maryland
$47K -$51.8K -616 -48%
MIM
2208
Macroview Investment Management
Maryland
$47K – – –
Skandinaviska Enskilda Banken (SEB)
2209
Skandinaviska Enskilda Banken (SEB)
Sweden
$46K -$18.1M -215,700 -100%
EWA
2210
Evolution Wealth Advisors
Florida
$46K +$30.9K +367 +136%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2211
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$44K +$41.9K +498 +461%
HFS
2212
HBC Financial Services
Washington
$43K -$11.3K -134 -18%
SFG
2213
Sowa Financial Group
Rhode Island
$43K – – –
MSFP
2214
Mark Sheptoff Financial Planning
Connecticut
$40K -$606K -7,208 -93%
FFW
2215
Fusion Family Wealth
New York
$40K – – –
NCM
2216
New Capital Management
Texas
$40K – – –
LWA
2217
Lenox Wealth Advisors
New York
$39K -$13K -155 -22%
IF
2218
Ironwood Financial
Arizona
$39K – – –
IWP
2219
Insight Wealth Partners
Texas
$38K – – –
GC
2220
Grace Capital
Massachusetts
$36K – – –
CIAS
2221
CBIZ Investment Advisory Services
Ohio
$34K – – –
BWM
2222
BNC Wealth Management
Oregon
$33K +$39.1K +465 New
KCM
2223
Kathmere Capital Management
Pennsylvania
$33K +$39.1K +465 New
KC
2224
Kepos Capital
New York
$32K +$37.6K +447 New
CDIA
2225
Capital Directions Investment Advisors
Georgia
$31K +$35.8K +426 New