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Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
3051
TD Ameritrade Investment Management
Nebraska
$54K +$9.89K +55 +22%
CIM
3052
Contravisory Investment Management
Massachusetts
$53K – – –
IFA
3053
Interactive Financial Advisors
Illinois
$53K – – –
SA
3054
SRH Advisors
Kansas
$53K – – –
TCM
3055
Tanaka Capital Management
New York
$50K – – –
AJ
3056
Ashburton (Jersey)
Jersey
$47K -$16.7K -93 -26%
CWAF
3057
Core Wealth Advisors (Florida)
Florida
$47K – – –
HWM
3058
Holloway Wealth Management
Florida
$45K – – –
DWA
3059
Dougherty Wealth Advisers
Minnesota
$44K – – –
LAS
3060
Lloyd Advisory Services
Georgia
$42K +$1.08K +6 +3%
FEG
3061
Financial Enhancement Group
Indiana
$42K +$30.9K +172 +261%
WLPWM
3062
Walled Lake Planning & Wealth Management
Illinois
$41K – – –
RG
3063
Retirement Group
California
$39K -$82.4K -458 -67%
NWM
3064
Navigation Wealth Management
Colorado
$39K +$2.16K +12 +6%
SGAM
3065
Smith Group Asset Management
Texas
$39K +$39.6K +220 New
PWS
3066
Paragon Wealth Strategies
Florida
$39K +$39.9K +222 New
IHWM
3067
Iron Horse Wealth Management
Iowa
$37K – – –
FWM
3068
FFT Wealth Management
Pennsylvania
$37K +$38.1K +212 New
FI
3069
Financial Insights
Washington
$36.9K +$37.8K +210 New
OIS
3070
Okabena Investment Services
Minnesota
$35K -$1.18M -6,589 -97%
PCC
3071
Park Circle Company
Maryland
$35K – – –
JWBC
3072
John W. Brooker & Co
California
$34K -$51.8K -288 -60%
CTC (Chicago Trading Company)
3073
CTC (Chicago Trading Company)
Illinois
$33K -$2.7K -15 -7%
IWP
3074
IAG Wealth Partners
Wisconsin
$31K +$180 +1 +0.6%
JMF
3075
Johnson Midwest Financial
Iowa
$30K +$18K +100 +143%