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Name Holding Trade Value Shares
Change
Change in
Stake
RA
2401
Resolute Advisors
California
$57K +$78.5K +225 New
SWA
2402
SOA Wealth Advisors
New York
$56K -$4.19K -12 -7%
IF
2403
Ironwood Financial
Arizona
$56K +$31.8K +91 +138%
AWM
2404
Avondale Wealth Management
Texas
$53K – – –
CPFP
2405
Clear Perspectives Financial Planning
Ohio
$53K – – –
BDWM
2406
Brewin Dolphin Wealth Management
Ireland
$52.3K +$51.3K +147 New
FAM
2407
Fred Alger Management
New York
$51K -$3.32M -9,509 -99%
SWM
2408
Sugarloaf Wealth Management
Georgia
$50K – – –
FRA
2409
Front Row Advisors
California
$47K – – –
JWBC
2410
John W. Brooker & Co
California
$45K – – –
AIM
2411
Arcadia Investment Management
Michigan
$43K – – –
SWM
2412
Selective Wealth Management
Virginia
$43K – – –
EIM
2413
Essex Investment Management
Massachusetts
$42K – – –
SSC
2414
Syverson Strege & Co
Iowa
$42K – – –
JWA
2415
JFS Wealth Advisors
Pennsylvania
$38K +$12.9K +37 +54%
TF
2416
TimeScale Financial
Massachusetts
$37K -$28.6K -82 -44%
CBT
2417
Central Bank & Trust
Kentucky
$37K – – –
LFG
2418
Larson Financial Group
Missouri
$37K – – –
MLFP
2419
MPS Loria Financial Planners
Illinois
$37K – – –
BMD
2420
Better Money Decisions
New Mexico
$37K +$36.3K +104 New
AW
2421
Avion Wealth
Texas
$36K -$3.49K -10 -9%
AL
2422
ADE LLC
Maryland
$36K – – –
BAMG
2423
Brand Asset Management Group
Missouri
$36K – – –
JAM
2424
JCIC Asset Management
Ontario, Canada
$36K – – –
KLWA
2425
Kelly Lawrence W & Associates
California
$36K +$34.9K +100 New