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Name Holding Trade Value Shares
Change
Change in
Stake
B
1926
Birchbrook
Maine
$138K -$45K -282 -25%
OIA
1927
Optimum Investment Advisors
Illinois
$135K -$34.3K -215 -20%
TIM
1928
Tortoise Investment Management
New York
$133K -$28.9K -181 -18%
RA
1929
Rise Advisors
New York
$132K -$30.8K -193 -19%
LIA
1930
Lynx Investment Advisory
District of Columbia
$129K +$130K +814 New
SL
1931
Salomon & Ludwin
Virginia
$129K -$99.5K -623 -43%
SJIM
1932
St. Johns Investment Management
Florida
$129K +$29.2K +183 +29%
CT
1933
Clearstead Trust
Maine
$128K -$39.6K -248 -23%
FA
1934
Financial Avengers
California
$128K -$32.3K -202 -20%
AWM
1935
Abound Wealth Management
Tennessee
$127K -$59.4K -372 -32%
JWM
1936
Janiczek Wealth Management
Colorado
$127K -$32.6K -204 -20%
SWA
1937
SOA Wealth Advisors
New York
$126K -$33K -207 -21%
BIA
1938
Bell Investment Advisors
California
$125K -$26.8K -168 -18%
DF
1939
Dunhill Financial
United Kingdom
$124K -$36.9K -231 -23%
IFAM
1940
Institutional & Family Asset Management
Colorado
$118K -$32.1K -201 -21%
CC
1941
Centiva Capital
New York
$117K +$118K +738 New
WIA
1942
Wetzel Investment Advisors
Indiana
$115K -$26.3K -165 -20%
S
1943
Sachetta
Massachusetts
$113K -$154K -962 -59%
NECFA
1944
New England Capital Financial Advisors
Connecticut
$111K -$28.3K -177 -20%
GPFA
1945
Game Plan Financial Advisors
Ohio
$109K -$26.8K -168 -20%
FCT
1946
First Community Trust
Iowa
$109K -$27.6K -173 -20%
PFA
1947
Pathway Financial Advisers
Indiana
$107K -$41K -257 -28%
CWC
1948
Carolinas Wealth Consulting
North Carolina
$106K -$10.2K -64 -9%
MHR
1949
Matthew Hamilton Rosenberg
$105K -$63.5K -398 -38%
SC
1950
Swan Capital
Florida
$105K +$105K +659 New