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Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
1876
Global Wealth Strategies & Associates
Colorado
$89.4K +$14.8K +83 +20%
BWM
1877
Bullock Wealth Management
Indiana
$87.8K -$119K -670 -59%
PAM
1878
Paradigm Asset Management
New York
$87.4K – – –
MSFP
1879
Mark Sheptoff Financial Planning
Connecticut
$86.9K – – –
PCFFS
1880
Pacific Center for Financial Services
California
$86.3K – – –
CWC
1881
Carolinas Wealth Consulting
North Carolina
$85K +$891 +5 +1%
FP
1882
Financial Perspectives
Minnesota
$84.5K – – –
CT
1883
Colonial Trust
South Carolina
$84.5K +$13.2K +74 +19%
SC
1884
Stephens Consulting
Michigan
$83.9K +$63.3K +355 +335%
SWM
1885
Sanctuary Wealth Management
Idaho
$82.5K – – –
DFA
1886
DHJJ Financial Advisors
Illinois
$81.7K +$6.42K +36 +9%
SHIM
1887
Stone House Investment Management
Pennsylvania
$81.7K -$10.2K -57 -11%
PGAM
1888
Princeton Global Asset Management
New Jersey
$80.8K +$44.4K +249 +128%
KB
1889
Kimelman & Baird
New York
$80.1K +$78.4K +440 New
HI
1890
Hoey Investments
Pennsylvania
$79.9K -$10.9K -61 -12%
BHWM
1891
Beaird Harris Wealth Management
Texas
$79K +$39.6K +222 +105%
GA
1892
GoalVest Advisory
New York
$79K – – –
WFA
1893
West Financial Advisors
Iowa
$78.8K – – –
SC
1894
Sawyer & Company
Massachusetts
$78K – – –
TCG
1895
Transcendent Capital Group
Oklahoma
$75.9K +$9.27K +52 +14%
CAM
1896
Costello Asset Management
Pennsylvania
$75.7K – – –
FNWA
1897
Financial Network Wealth Advisors
Utah
$75.5K +$74K +415 New
AWM
1898
Atticus Wealth Management
Florida
$75.2K -$178 -1 -0.2%
HFS
1899
HBC Financial Services
Washington
$75K – – –
Bank Julius Baer & Co
1900
Bank Julius Baer & Co
Switzerland
$74.7K -$11.8K -66 -15%