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Name Holding Trade Value Shares
Change
Change in
Stake
FA
2926
Financial Advantage
Maryland
$54K -$69.4K -1,330 -56%
AP
2927
Arlington Partners
Alabama
$54K +$53.9K +1,034 New
IWP
2928
IAG Wealth Partners
Wisconsin
$53K -$15.1K -290 -22%
CWAF
2929
Core Wealth Advisors (Florida)
Florida
$53K +$26.1K +500 +97%
HNWA
2930
Henrickson Nauta Wealth Advisors
Michigan
$53K +$52.2K +1,000 New
CWM
2931
Cedar Wealth Management
California
$52K +$9.5K +182 +22%
IHWM
2932
Iron Horse Wealth Management
Iowa
$51K +$15.6K +299 +43%
JWBC
2933
John W. Brooker & Co
California
$50K – – –
SFO
2934
Standard Family Office
South Dakota
$47K +$45.8K +878 +3,512%
BA
2935
Bivin & Associates
Oklahoma
$46K +$46K +881 New
WAM
2936
Westport Asset Management
Connecticut
$45K – – –
CIA
2937
Cascade Investment Advisors
Oregon
$43.2K -$2.71K -52 -6%
RK
2938
Rather & Kittrell
Tennessee
$43K +$43.5K +833 New
PCC
2939
Park Circle Company
Maryland
$42K -$1.36M -26,000 -97%
HRC
2940
Hoertkorn Richard Charles
$42K – – –
CM
2941
Cornerstone Management
Georgia
$41.3K +$41.4K +794 New
TCWA
2942
Ten Capital Wealth Advisors
Washington
$41K – – –
FQ
2943
First Quadrant
California
$41K +$5.22K +100 +15%
HC
2944
Hoese & Co
Minnesota
$40K – – –
WFA
2945
West Financial Advisors
Iowa
$39K – – –
HIIFS
2946
Harel Insurance Investments & Financial Services
Israel
$37K -$198K -3,800 -84%
GWA
2947
Gibson Wealth Advisors
Texas
$37K +$37.6K +721 New
EFS
2948
Econ Financial Services
Pennsylvania
$32K +$32.3K +620 New
BFG
2949
Baron Financial Group
New Jersey
$30.4K – – –
CFG
2950
CKW Financial Group
Hawaii
$30K – – –