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Visa
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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
4126
Stuart Chaussee & Associates
California
$143K +$65.3K +217 +92%
RS
4127
Rakuten Securities
Japan
$143K -$235K -781 -63%
HNW
4128
High Note Wealth
Minnesota
$140K +$134K +444 New
IWP
4129
IAG Wealth Partners
Wisconsin
$139K +$26.8K +89 +25%
HHGA
4130
Halbert Hargrove Global Advisors
California
$137K +$131K +435 New
PWMG
4131
Private Wealth Management Group
New Jersey
$137K -$601 -2 -0.5%
FGC
4132
Financial Gravity Companies
Texas
$137K -$6.01K -20 -4%
CTWM
4133
Cherry Tree Wealth Management
Minnesota
$136K – – –
AWM
4134
Activest Wealth Management
Florida
$135K -$35.5K -118 -22%
S
4135
Sachetta
Massachusetts
$134K -$3.01K -10 -2%
OAJ
4136
Ogorek Anthony Joseph
New York
$134K +$60.4K +201 +89%
CJL
4137
Cyrus J. Lawrence
New York
$133K +$16.5K +55 +15%
CMP
4138
Coston McIsaac & Partners
Maine
$131K – – –
SC
4139
Stephens Consulting
Michigan
$131K -$902 -3 -0.7%
LWA
4140
Lowe Wealth Advisors
Maryland
$128K -$18K -60 -13%
RTL
4141
Red Tortoise LLC
Georgia
$127K – – –
ACA
4142
American Capital Advisory
Idaho
$126K – – –
MAM
4143
Meeder Asset Management
Ohio
$126K -$6.92K -23 -5%
HB
4144
Horizon Bancorp
Indiana
$126K – – –
DCM
4145
Disciplina Capital Management
Tennessee
$124K +$301 +1 +0.3%
RPA
4146
Redwood Park Advisors
California
$122K +$117K +388 New
IRC
4147
Investors Research Corp
Georgia
$122K +$301 +1 +0.3%
EA
4148
Evolution Advisers
Virginia
$120K – – –
PA
4149
Pineridge Advisors
Missouri
$113K +$18.3K +61 +21%
BL
4150
BFSG LLC
California
$112K -$4.51K -15 -4%
164 165
166
167 168