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Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
2101
Baltimore-Washington Financial Advisors
Maryland
$225K -$53.2K -2,670 -20%
RWA
2102
Redmont Wealth Advisors
Illinois
$225K +$214K +10,750 New
MAM
2103
Madison Asset Management
Wisconsin
$224K -$120K -6,021 -36%
ES
2104
ETF Store
Kansas
$224K -$81.9K -4,108 -27%
AWM
2105
Atticus Wealth Management
Florida
$223K -$80.2K -4,021 -27%
CST
2106
Charles Schwab Trust
Nevada
$223K -$36.3K -1,819 -15%
Squarepoint
2107
Squarepoint
New York
$222K -$40.6M -2,033,685 -99%
SFM
2108
Signet Financial Management
New Jersey
$222K -$85.1K -4,266 -29%
PFA
2109
Professional Financial Advisors
Nebraska
$222K -$68.4K -3,432 -24%
SMA
2110
Sage Mountain Advisors
Georgia
$222K +$211K +10,573 New
IIM
2111
InTrack Investment Management
Vermont
$221K -$653K -32,746 -76%
YIA
2112
YHB Investment Advisors
Connecticut
$221K -$108K -5,398 -34%
MPM
2113
Meritage Portfolio Management
Kansas
$221K -$67K -3,362 -24%
AIC
2114
Archer Investment Corporation
Indiana
$220K -$67.9K -3,403 -24%
RTC
2115
Riverview Trust Company
Washington
$220K -$25K -1,252 -11%
CWM
2116
Collaborative Wealth Management
Florida
$219K +$208K +10,447 New
XS
2117
XR Securities
Illinois
$219K +$208K +10,447 New
MWC
2118
MBM Wealth Consultants
Missouri
$218K -$102K -5,132 -33%
WDL
2119
Well Done LLC
Michigan
$218K +$207K +10,396 New
IGGA
2120
Iron Gate Global Advisors
Utah
$217K -$60.4K -3,028 -23%
PP
2121
Pacifica Partners
Canada
$216K -$105K -5,278 -34%
IAS
2122
IMA Advisory Services
Colorado
$216K -$66.5K -3,335 -24%
HC
2123
Hamilton Capital
Ohio
$216K -$21.8K -1,092 -10%
MFC
2124
Mechanics Financial Corp
Ohio
$215K -$258K -12,929 -56%
CFO
2125
Colony Family Offices
North Carolina
$215K +$204K +10,235 New