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Name Holding Trade Value Shares
Change
Change in
Stake
MDA
3601
Minot DeBlois Advisors
Massachusetts
$5K – – –
FW
3602
Fairway Wealth
Ohio
$4.5K -$9.48K -18 -67%
AW
3603
Ankerstar Wealth
Texas
$4.5K – – –
CF
3604
Conquis Financial
California
$4.02K – – –
SA
3605
Seneschal Advisors
Washington
$4K – – –
DRS
3606
Deane Retirement Strategies
Louisiana
$4K -$5.41M -10,276 -100%
CCMW
3607
Cypress Capital Management (Wyoming)
Wyoming
$4K – – –
MBFW
3608
Morton Brown Family Wealth
Pennsylvania
$4K – – –
AS
3609
Altshuler Shaham
Israel
$4K +$527 +1 +14%
LFA
3610
Longview Financial Advisors
Alabama
$4K +$4.21K +8 New
LA
3611
LM Advisors
California
$3.69K -$133K -252 -12%
TLFA
3612
True Link Financial Advisors
California
$3.5K +$3.69K +7 New
PJC
3613
Phillip James Consulting
Minnesota
$3K +$3.69K +7 New
RF
3614
RetireMitten Financial
Michigan
$3K +$3.16K +6 New
Vanguard Advisers Inc
3615
Vanguard Advisers Inc
Pennsylvania
$2.79K +$3.16K +6 New
1IA
3616
1620 Investment Advisors
Massachusetts
$2.78K – – –
PIS
3617
POM Investment Strategies
North Carolina
$2.5K -$8.95K -17 -77%
NL
3618
NorthAvenue LLC
Ohio
$2K -$39.5K -75 -95%
LAMC
3619
Longview Asset Management (California)
California
$2K – – –
LAM
3620
Lummis Asset Management
Texas
$2K – – –
Parallax Volatility Advisers
3621
Parallax Volatility Advisers
California
$2K +$2.11K +4 New
TFG
3622
Team Financial Group
California
$1.51K – – –
CTWM
3623
Cherry Tree Wealth Management
Minnesota
$1.5K – – –
3FI
3624
3 Factor Indexing
California
$1.5K +$1.58K +3 New
PWMA
3625
Pension & Wealth Management Advisors
Massachusetts
$1.5K +$1.58K +3 New