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Name Holding Trade Value Shares
Change
Change in
Stake
M
2101
MOTCO
Texas
$51K +$48.8K +225 New
CFN
2102
Cordasco Financial Network
Florida
$48K – – –
AJ
2103
Ashburton (Jersey)
Jersey
$46K +$132K +609 New
IPW
2104
IronBridge Private Wealth
Texas
$44K – – –
CWA
2105
Clearview Wealth Advisors
Oregon
$43K -$651 -3 -2%
TJHA
2106
Thomas J. Herzfeld Advisors
Florida
$41K +$6.51K +30 +20%
AIM
2107
Arcadia Investment Management
Michigan
$41K +$39.1K +180 New
EWM
2108
Evermay Wealth Management
Virginia
$41K +$39.7K +183 New
DMBA
2109
Deseret Mutual Benefit Administrators
Utah
$39K +$37.8K +174 New
PWM
2110
Prentice Wealth Management
New York
$38K +$34.5K +159 +1,767%
CQS
2111
Credential Qtrade Securities
$34.7K -$651 -3 -2%
LTI
2112
Laffer Tengler Investments
Tennessee
$34.7K +$32.6K +150 +5,000%
WIM
2113
Westside Investment Management
California
$34.5K -$34.5K -159 -6%
GA
2114
GoalVest Advisory
New York
$34K – – –
LF
2115
Lee Financial
Texas
$33K +$11.1K +51 +53%
BAM
2116
Baldrige Asset Management
Pennsylvania
$33K +$31.9K +147 New
CPFP
2117
Clear Perspectives Financial Planning
Ohio
$31K -$6.51K -30 -18%
CCMW
2118
Cypress Capital Management (Wyoming)
Wyoming
$31K – – –
LWA
2119
Lowe Wealth Advisors
Maryland
$31K +$651 +3 +2%
CYG
2120
Clean Yield Group
Vermont
$31K +$29.3K +135 New
LPWM
2121
Lake Point Wealth Management
Texas
$31K +$29.3K +135 New
CIR
2122
Clear Investment Research
Georgia
$29K – – –
MIM
2123
Meridiem Investment Management
United Kingdom
$27K – – –
MRG
2124
Milestone Resources Group
British Virgin Islands
$27K +$9.12K +42 +56%
CTC (Chicago Trading Company)
2125
CTC (Chicago Trading Company)
Illinois
$24.9K +$24.1K +111 New