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Name Holding Trade Value Shares
Change
Change in
Stake
JDR
1901
Jay D. Rosenbaum
$697K +$30.4K +2,070 +5%
MA
1902
MCF Advisors
Kentucky
$696K +$126K +8,570 +22%
TNAM
1903
Terra Nova Asset Management
New York
$695K -$87.3K -5,950 -11%
HIA
1904
Harbor Investment Advisory
Maryland
$693K -$57.1K -3,890 -8%
LJAC
1905
L.J. Altfest & Co
New York
$691K +$193K +13,140 +38%
EWS
1906
Evergreen Wealth Solutions
Pennsylvania
$690K +$9.09K +620 +1%
W
1907
WealthOne
New York
$689K -$82.3K -5,610 -11%
NC
1908
NovaPoint Capital
Georgia
$689K +$16.9K +1,150 +3%
IEFM
1909
IQ EQ Fund Management
Ireland
$688K -$19.5K -1,330 -3%
HGERS
1910
Householder Group Estate & Retirement Specialist
Arizona
$687K -$77.6K -5,290 -10%
APWM
1911
Argonautica Private Wealth Management
Massachusetts
$686K +$688K +46,920 New
ETIA
1912
Epic Trust Investment Advisors
Washington
$685K -$27.6K -1,880 -4%
WP
1913
Westmount Partners
California
$683K +$685K +46,740 New
OA
1914
Oxbow Advisors
Texas
$683K -$194K -13,260 -22%
OWA
1915
Outlook Wealth Advisors
Texas
$680K +$138K +9,440 +25%
HJMC
1916
Hellman Jordan Management Company
Massachusetts
$679K -$298K -20,300 -30%
1W
1917
1776 Wealth
Georgia
$678K -$13.5K -920 -2%
BAM
1918
BOS Asset Management
Illinois
$677K +$680K +46,350 New
RA
1919
Resolute Advisors
California
$676K
PFC
1920
Phocas Financial Corp
California
$676K -$49.1K -3,350 -7%
MAWCM
1921
Mine & Arao Wealth Creation & Management
California
$675K +$7.48K +510 +1%
FF
1922
Friedenthal Financial
New Jersey
$671K +$674K +45,930 New
CWA
1923
Clarus Wealth Advisors
Arizona
$668K -$140K -9,570 -19%
AA
1924
Advisory Alpha
Michigan
$667K -$147 -10 -0%
RT
1925
Rockland Trust
Massachusetts
$666K -$7.33K -500 -1%