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Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
1201
Tower View Wealth Management
Wisconsin
$3K +$2.92K +70 New
TFA
1202
Toth Financial Advisory
Virginia
$2.91K -$3.76K -90 -60%
AWM
1203
Avior Wealth Management
Nebraska
$2.91K – – –
NSIM
1204
North Star Investment Management
Illinois
$2.91K – – –
TIM
1205
Tortoise Investment Management
New York
$2.91K – – –
MWM
1206
Mascoma Wealth Management
New Hampshire
$2.49K – – –
MFT
1207
Moisand Fitzgerald Tamayo
Florida
$2.43K – – –
MHR
1208
Matthew Hamilton Rosenberg
$2.42K – – –
CAL
1209
Capital Advisors Ltd
Ohio
$2K -$836 -20 -33%
AA
1210
Ancora Advisors
Ohio
$1.55K +$1.25K +30 New
TWD
1211
True Wealth Design
Ohio
$1.46K – – –
AP
1212
Arlington Partners
Alabama
$1.46K – – –
HWP
1213
Highline Wealth Partners
California
$1.46K – – –
GFPC
1214
Global Financial Private Client
Florida
$1.45K – – –
TFA
1215
Transamerica Financial Advisors
Florida
$1K – – –
TFGT
1216
TS Financial Group (TSFG)
Illinois
$1K +$836 +20 New
FSWA
1217
Financial Synergies Wealth Advisors
Texas
$971 – – –
TFM
1218
TFC Financial Management
Massachusetts
$971 – – –
CTWM
1219
Cherry Tree Wealth Management
Minnesota
$971 +$836 +20 New
UFF
1220
USA Financial Formulas
Michigan
$970 – – –
FA
1221
Fiduciary Alliance
South Carolina
$970 +$836 +20 New
CAS
1222
Coppell Advisory Solutions
Texas
$954 +$836 +20 New
SWA
1223
SOA Wealth Advisors
New York
$496 – – –
CA
1224
Crewe Advisors
Utah
$486 +$418 +10 New
IFAM
1225
Institutional & Family Asset Management
Colorado
$485 +$418 +10 New