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Name Holding Trade Value Shares
Change 		Change in
Stake
C
4026
Covestor
United Kingdom
$68K -$80.5K -221 -52%
HWM
4027
Horizons Wealth Management
North Carolina
$67.4K – – –
MDA
4028
Minot DeBlois Advisors
Massachusetts
$67.4K +$33.5K +92 +81%
RPA
4029
Redwood Park Advisors
California
$66.8K -$364 -1 -0.5%
GJIA
4030
Glass Jacobson Investment Advisors
Maryland
$66.1K +$364 +1 +0.5%
AIM
4031
Access Investment Management
Georgia
$65.8K -$58.7K -161 -45%
MBFW
4032
Morton Brown Family Wealth
Pennsylvania
$64.5K +$364 +1 +0.5%
BHWM
4033
Bay Harbor Wealth Management
Maryland
$64K +$45.6K +125 +181%
SA
4034
Strategic Advocates
Utah
$63.1K -$237K -651 -77%
CFO
4035
Capitol Family Office
Oregon
$63K – – –
MWM
4036
Magnolia Wealth Management
Alabama
$62.8K +$69.6K +191 New
WA
4037
Whipplewood Advisors
Colorado
$61.2K +$28.4K +78 +72%
TLA
4038
Tanglewood Legacy Advisors
Texas
$60.1K -$729 -2 -1%
EF
4039
Entrust Financial
Pennsylvania
$59.6K – – –
LWMI
4040
Legacy Wealth Management (Idaho)
Idaho
$58.9K +$1.09K +3 +2%
CWM
4041
Copia Wealth Management
Oregon
$58.9K +$729 +2 +1%
WSA
4042
Wealth Science Advisors
Georgia
$56.4K +$59.8K +164 New
SG
4043
Sankala Group
Colorado
$56.4K -$55.8K -153 -47%
RS
4044
Rakuten Securities
Japan
$55.6K +$25.1K +69 +69%
BGC
4045
Beutel, Goodman & Co
Ontario, Canada
$55K -$4.74K -13 -7%
TLFA
4046
True Link Financial Advisors
California
$54.9K +$60.9K +167 New
WFA
4047
West Financial Advisors
Iowa
$53.3K – – –
SR
4048
Swiss Re
Switzerland
$53.3K – – –
AWM
4049
Activest Wealth Management
Florida
$53K -$23.7K -65 -29%
BFS
4050
Bare Financial Services
Pennsylvania
$52.6K -$3.64K -10 -6%
160 161
162
163 164