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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2676
Maltin Wealth Management
New Jersey
$225K +$2.91K +27 +1%
AWM
2677
Austin Wealth Management
Texas
$225K -$42.4K -394 -14%
TCM
2678
Traynor Capital Management
Pennsylvania
$225K -$41.2K -383 -14%
ACA
2679
Aspire Capital Advisors
Washington
$225K -$94.6K -879 -28%
MFC
2680
Morris Financial Concepts
South Carolina
$224K +$8.61K +80 +4%
AFT
2681
Alpha Family Trust
California
$224K
B
2682
Bellecapital
Switzerland
$224K
PCH
2683
PGIM Custom Harvest
New Jersey
$224K -$49.7K -462 -17%
SAM
2684
S.A. Mason
Michigan
$224K
TMWM
2685
Taylor & Morgan Wealth Management
Michigan
$223K -$133K -1,231 -35%
1W
2686
1776 Wealth
Georgia
$223K +$20.5K +190 +9%
KWM
2687
Keebeck Wealth Management
Illinois
$223K
LFP
2688
Lakeshore Financial Planning
Michigan
$223K -$13.5K -125 -5%
Betterment LLC
2689
Betterment LLC
New York
$222K +$22.6K +210 +10%
IAG
2690
Investment Advisory Group
Massachusetts
$222K -$18.5K -172 -7%
BONH
2691
Bank of New Hampshire
New Hampshire
$221K -$61.9K -575 -21%
LSC
2692
Lesa Sroufe & Co
Washington
$221K
PCM
2693
Pennsylvania Capital Management
Pennsylvania
$221K -$3.66K -34 -2%
CRI
2694
Colonial River Investments
Virginia
$220K -$4.52K -42 -2%
KIM
2695
Karpus Investment Management
New York
$220K
PFP
2696
Paragon Financial Partners
California
$219K
AWC
2697
Adamsbrown Wealth Consultants
Kansas
$219K +$5.17K +48 +2%
AT
2698
Arden Trust
Delaware
$219K -$2.58K -24 -1%
BTWM
2699
Brass Tax Wealth Management
Ohio
$219K +$237K +2,204 New
FWM
2700
FMA Wealth Management
Massachusetts
$218K