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Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
2201
John W. Brooker & Co
California
$61K
ACM
2202
Antonetti Capital Management
Florida
$60K +$13.3K +100 +24%
IWP
2203
IAG Wealth Partners
Wisconsin
$60K +$13.7K +103 +25%
JWA
2204
JFS Wealth Advisors
Pennsylvania
$58K -$14.6K -110 -18%
AIC
2205
Ayalon Insurance Company
Israel
$58K
TFO
2206
Tarbox Family Office
California
$57K -$30.9K -232 -32%
MHR
2207
Matthew Hamilton Rosenberg
$57K +$35K +263 +114%
MUMSS
2208
Mitsubishi UFJ Morgan Stanley Securities
Japan
$56K -$28M -210,150 -100%
JFA
2209
JNBA Financial Advisors
Minnesota
$56K -$10.4K -78 -14%
MWM
2210
Mascoma Wealth Management
New Hampshire
$55K +$12K +90 +23%
CFFP
2211
Center for Financial Planning
Michigan
$54K +$9.18K +69 +17%
SIAP
2212
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$53K
AAP
2213
Arax Advisory Partners
Colorado
$51K +$2.66K +20 +5%
BHWM
2214
Beaird Harris Wealth Management
Texas
$51K +$9.32K +70 +19%
FCG
2215
Financial Connections Group
California
$50K
MW
2216
Milestone Wealth
New York
$50K
PK
2217
Pflug Koory
Nebraska
$49K
SIA
2218
SkyView Investment Advisors
New Jersey
$48K -$382K -2,867 -87%
SQA
2219
Simon Quick Advisors
New Jersey
$48K -$29.1K -219 -35%
HDIM
2220
Hanson & Doremus Investment Management
Vermont
$47K +$28.6K +215 +110%
CA
2221
Crewe Advisors
Utah
$47K +$37.8K +284 +224%
UIA
2222
Ulland Investment Advisors
Minnesota
$46K -$180K -1,350 -77%
HFA
2223
HC Financial Advisors
California
$45K -$16.6K -125 -25%
SWM
2224
Selective Wealth Management
Virginia
$44K -$9.32K -70 -15%
TF
2225
TimeScale Financial
Massachusetts
$43K -$5.86K -44 -10%