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Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
2126
Morton Brown Family Wealth
Pennsylvania
$21K +$9.19K +76 +63%
IA
2127
IFS Advisors
Kansas
$20K – – –
RG
2128
Retirement Group
California
$20K – – –
PWC
2129
PYA Waltman Capital
Tennessee
$19K -$60.1K -497 -74%
RAM
2130
Riggs Asset Management
Pennsylvania
$19K -$23.6K -195 -53%
BBPWM
2131
Blue Bell Private Wealth Management
Pennsylvania
$19K – – –
FEG
2132
Financial Enhancement Group
Indiana
$18K – – –
WPA
2133
West Paces Advisors
Georgia
$17.6K – – –
ACM
2134
Antonetti Capital Management
Florida
$17K – – –
BCM
2135
Bourgeon Capital Management
Connecticut
$16K – – –
LFASL
2136
Lugano Financial Advisors SA (LFA)
Switzerland
$16K – – –
CWM
2137
CarsonAllaria Wealth Management
Illinois
$16K +$242 +2 +1%
AWM
2138
Atticus Wealth Management
Florida
$16K +$2.9K +24 +20%
HWM
2139
Horizons Wealth Management
North Carolina
$16K +$16.1K +133 New
AP
2140
Atwood & Palmer
Missouri
$15K -$36.6K -303 -69%
Loomis, Sayles & Company
2141
Loomis, Sayles & Company
Massachusetts
$15K -$1.93K -16 -11%
VCM
2142
Versant Capital Management
Arizona
$15K -$483 -4 -3%
BCPWM
2143
Bradley & Co Private Wealth Management
Florida
$15K – – –
CMBA
2144
C.M. Bidwell & Associates
Hawaii
$15K – – –
SL
2145
Savior LLC
Massachusetts
$15K +$242 +2 +2%
RCWMU
2146
Rothschild & Co Wealth Management (UK)
United Kingdom
$15K +$16.3K +135 New
WAM
2147
WFA Asset Management
Wisconsin
$14.8K +$121 +1 +0.7%
AFIA
2148
America First Investment Advisors
Nebraska
$14K – – –
GFPC
2149
Global Financial Private Client
Florida
$13.4K +$9.31K +77 +164%
AWM
2150
AllSquare Wealth Management
New York
$13K – – –