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Name Holding Trade Value Shares
Change
Change in
Stake
QWM
2751
Quaker Wealth Management
New Jersey
$33.5K +$34K +120 New
GC
2752
Gould Capital
Washington
$33.5K -$8.78K -31 -21%
FWM
2753
FSA Wealth Management
Massachusetts
$33.3K -$7.08K -25 -17%
OCM
2754
Osterweis Capital Management
California
$32.7K -$1.42K -5 -4%
HIW
2755
Holos Integrated Wealth
Pennsylvania
$32.6K
HHMI
2756
Howard Hughes Medical Institute
Maryland
$32.4K +$32.9K +116 New
CA
2757
Centerpoint Advisors
Massachusetts
$32K -$20.1K -71 -39%
EPIM
2758
Evelyn Partners Investment Management
$31.6K
NWM
2759
Nova Wealth Management
Florida
$30.7K -$3.68K -13 -11%
CPG
2760
Cornerstone Planning Group
New Jersey
$30.5K +$567 +2 +2%
AWM
2761
Activest Wealth Management
Florida
$29.6K
GWM
2762
Gitterman Wealth Management
New Jersey
$28.7K +$29.2K +103 New
OW
2763
Olistico Wealth
Oklahoma
$27.9K -$194K -685 -87%
BCM
2764
Berbice Capital Management
New York
$27.9K
DRS
2765
Deane Retirement Strategies
Louisiana
$27.9K
DWS
2766
Dynamic Wealth Strategies
California
$27.9K
MWA
2767
Moser Wealth Advisors
Washington
$27.9K
PS
2768
Pinney & Scofield
Massachusetts
$27.9K
LWMI
2769
Legacy Wealth Management (Idaho)
Idaho
$26.8K -$850 -3 -3%
LIS
2770
Legacy Investment Solutions
Idaho
$26.8K +$27.2K +96 New
OA
2771
Operose Advisors
Wisconsin
$26.2K +$5.95K +21 +29%
CMP
2772
Coston McIsaac & Partners
Maine
$25K
HFM
2773
Hartford Financial Management
Connecticut
$23.7K -$10.2K -36 -30%
T
2774
Transce3nd
Texas
$23.7K
KOCAA
2775
Knights of Columbus Asset Advisors
Connecticut
$23.5K -$3.12K -11 -12%