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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1301
JFS Wealth Advisors
Pennsylvania
$4K +$3.83K +18 New
MWM
1302
Mascoma Wealth Management
New Hampshire
$4K +$3.83K +18 New
DWP
1303
Destiny Wealth Partners
Florida
$4K +$4.04K +19 New
HS
1304
Horan Securities
United States
$3K
PCA
1305
Providence Capital Advisors
North Carolina
$3K
SWA
1306
SOA Wealth Advisors
New York
$3K
TAIM
1307
TD Ameritrade Investment Management
Nebraska
$3K
WCM
1308
Wealthcare Capital Management
Virginia
$3K +$2.98K +14 New
TFGT
1309
TS Financial Group (TSFG)
Illinois
$2K -$3.83K -18 -72%
ME
1310
McIlrath & Eck
Washington
$2K -$1.28K -6 -43%
MAWCM
1311
Mine & Arao Wealth Creation & Management
California
$2K
RWB
1312
RMR Wealth Builders
New Jersey
$2K +$2.13K +10 New
SIS
1313
Sound Income Strategies
Florida
$1.07K
LFG
1314
Larson Financial Group
Missouri
$1K
GFPC
1315
Global Financial Private Client
Florida
$651
WIM
1316
Westside Investment Management
California
$21
OAM
1317
Optimal Asset Management
California
-$812K -556,015 Closed
EAM
1318
Eventide Asset Management
Massachusetts
-$49.8M -230,000 Closed
QIM
1319
Quest Investment Management
Oregon
-$15.1M -69,862 Closed
MSE
1320
MUFG Securities EMEA
United Kingdom
-$14.1M -65,000 Closed
MSA
1321
Mason Street Advisors
Wisconsin
-$7.41M -34,257 Closed
OCM
1322
Oribel Capital Management
New York
-$7.18M -33,200 Closed
EFEM
1323
Eos Focused Equity Management
New York
-$6.53M -30,173 Closed
DCM
1324
Decatur Capital Management
Georgia
-$5.41M -25,019 Closed
E
1325
Ergoteles
New York
-$5.4M -24,971 Closed