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Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
1551
Golden State Equity Partners
California
$33.4K -$530K -2,944 -94%
MSWM
1552
Mowery & Schoenfeld Wealth Management
Illinois
$33K – – –
FC
1553
Fairscale Capital
New Hampshire
$32.7K – – –
PF
1554
PlanVest Financial
Maryland
$32.4K – – –
API
1555
Asset Planning Inc
California
$32.2K – – –
S
1556
Sachetta
Massachusetts
$32.2K +$900 +5 +3%
KAS
1557
Kemnay Advisory Services
New York
$32.1K +$1.62K +9 +5%
TCM
1558
Triumph Capital Management
Colorado
$31.7K -$2.88K -16 -8%
GWS
1559
Greykasell Wealth Strategies
California
$31.7K -$14.6K -81 -29%
IAS
1560
IMA Advisory Services
Colorado
$31.4K +$2.7K +15 +9%
MLA
1561
MB, Levis & Associates
Pennsylvania
$31.1K – – –
SW
1562
StrongBox Wealth
Missouri
$30.8K -$176K -977 -84%
GI
1563
GS Investments
Minnesota
$30.8K – – –
GCP
1564
Gill Capital Partners
Colorado
$30K – – –
SFCL
1565
Strengthening Families & Communities LLC
Massachusetts
$30K +$720 +4 +2%
DAM
1566
Delta Asset Management
Tennessee
$29.9K -$3.6K -20 -10%
GA
1567
GoalVest Advisory
New York
$29.4K – – –
APW
1568
Allied Private Wealth
Florida
$28.9K +$31.3K +174 New
HNW
1569
High Note Wealth
Minnesota
$28.8K +$6.66K +37 +27%
RFA
1570
Register Financial Advisors
Georgia
$28.4K +$31.3K +174 New
JWM
1571
JPL Wealth Management
Colorado
$28K -$27K -150 -47%
TIAA Trust, National Association
1572
TIAA Trust, National Association
North Carolina
$27.6K -$2.16K -12 -7%
WIM
1573
Westside Investment Management
California
$27.2K -$1.44K -8 -5%
CH
1574
CDKV Holdings
Colorado
$26.3K – – –
HWP
1575
Highline Wealth Partners
California
$26.1K +$180 +1 +0.6%