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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
2476
Lagoda Investment Management
New York
$40K – – –
SA
2477
SRH Advisors
Kansas
$39K – – –
LAS
2478
Lloyd Advisory Services
Georgia
$38K -$3.81K -31 -9%
LPWM
2479
Lake Point Wealth Management
Texas
$38K – – –
LFG
2480
Larson Financial Group
Missouri
$36K -$7.62K -62 -17%
CFG
2481
CKW Financial Group
Hawaii
$36K – – –
CAM
2482
Costello Asset Management
Pennsylvania
$36K – – –
CPC
2483
Consolidated Planning Corp
Georgia
$36K +$37.3K +304 New
HF
2484
Halpern Financial
Virginia
$35.6K +$16K +130 +76%
MAM
2485
Marquette Asset Management
Minnesota
$35K – – –
CA
2486
Crewe Advisors
Utah
$34K +$10.3K +84 +42%
RWM
2487
Raffa Wealth Management
District of Columbia
$33.5K – – –
FEG
2488
Financial Enhancement Group
Indiana
$31K – – –
HWM
2489
Holloway Wealth Management
Florida
$30K – – –
SC
2490
Sierra Capital
Florida
$29K – – –
LWA
2491
Lowe Wealth Advisors
Maryland
$25K -$18.4K -150 -41%
4FG
2492
4Thought Financial Group
New York
$25K – – –
JWM
2493
Jackson Wealth Management
Florida
$25K +$88.7K +722 +2%
SL
2494
Savior LLC
Massachusetts
$24K -$47.5K -387 -66%
CWAF
2495
Core Wealth Advisors (Florida)
Florida
$24K – – –
CPWM
2496
Cypress Point Wealth Management
Texas
$24K – – –
DWMG
2497
DB Wealth Management Group
California
$24K – – –
GM
2498
GeoWealth Management
Illinois
$22K -$46.2K -376 -67%
LWP
2499
Lumature Wealth Partners
Georgia
$21K +$12.5K +102 +128%
CMA
2500
Cedar Mountain Advisors
Oregon
$20K +$123 +1 +0.6%