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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3301
Activest Wealth Management
Florida
$80.4K -$86.1K -275 -56%
GJIA
3302
Glass Jacobson Investment Advisors
Maryland
$79.2K +$20.7K +66 +45%
MFS
3303
Montgomery Financial Services
Maryland
$78.5K +$65.7K +210 New
QT
3304
Quantbot Technologies
New York
$78.5K -$7.77M -24,813 -99%
DWS
3305
Dynamic Wealth Strategies
California
$77.7K – – –
SNB
3306
Security National Bank
Nebraska
$77K – – –
MDA
3307
Minot DeBlois Advisors
Massachusetts
$74.7K – – –
FA
3308
Fountainhead AM
New Jersey
$72.2K -$260K -829 -81%
TWM
3309
Timmons Wealth Management
Massachusetts
$71.4K -$1.88K -6 -3%
NWM
3310
Nova Wealth Management
Florida
$70.7K +$1.56K +5 +3%
RFS
3311
Richardson Financial Services
Massachusetts
$70.6K -$11.9K -38 -17%
API
3312
Asset Planning Inc
California
$68.3K +$11.6K +37 +25%
CWM
3313
Copia Wealth Management
Oregon
$67.3K +$9.08K +29 +19%
AP
3314
Aspect Partners
Virginia
$66.9K -$939 -3 -2%
CFS
3315
CGC Financial Services
Oregon
$66.5K -$7.51K -24 -12%
HIMS
3316
Hager Investment Management Services
New Hampshire
$66.5K – – –
BFG
3317
Brandywine Financial Group
Tennessee
$66K – – –
BFS
3318
Bare Financial Services
Pennsylvania
$65.4K +$16.9K +54 +45%
MBFW
3319
Morton Brown Family Wealth
Pennsylvania
$64.7K +$626 +2 +1%
C
3320
Covestor
United Kingdom
$62K +$1.88K +6 +4%
EF
3321
Entrust Financial
Pennsylvania
$60.2K -$19.7K -63 -28%
DPW
3322
DiNuzzo Private Wealth
Pennsylvania
$59.4K – – –
1M
3323
1248 Management
Missouri
$58.7K – – –
MSWA
3324
Marshall & Sterling Wealth Advisors
New York
$58.4K -$626 -2 -1%
FPF
3325
First Pacific Financial
Washington
$58.2K -$22.9K -73 -32%
131 132
133
134 135