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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%
PAM
1877
Paradigm Asset Management
New York
$87.4K
MSFP
1878
Mark Sheptoff Financial Planning
Connecticut
$86.9K
PCFFS
1879
Pacific Center for Financial Services
California
$86.3K
CWC
1880
Carolinas Wealth Consulting
North Carolina
$85K +$891 +5 +1%
FP
1881
Financial Perspectives
Minnesota
$84.5K
CT
1882
Colonial Trust
South Carolina
$84.5K +$13.2K +74 +19%
SC
1883
Stephens Consulting
Michigan
$83.9K +$63.3K +355 +335%
SWM
1884
Sanctuary Wealth Management
Idaho
$82.5K
DFA
1885
DHJJ Financial Advisors
Illinois
$81.7K +$6.42K +36 +9%
SHIM
1886
Stone House Investment Management
Pennsylvania
$81.7K -$10.2K -57 -11%
PGAM
1887
Princeton Global Asset Management
New Jersey
$80.8K +$44.4K +249 +128%
KB
1888
Kimelman & Baird
New York
$80.1K +$78.4K +440 New
HI
1889
Hoey Investments
Pennsylvania
$79.9K -$10.9K -61 -12%
BHWM
1890
Beaird Harris Wealth Management
Texas
$79K +$39.6K +222 +105%
GA
1891
GoalVest Advisory
New York
$79K
WFA
1892
West Financial Advisors
Iowa
$78.8K
SC
1893
Sawyer & Company
Massachusetts
$78K
TCG
1894
Transcendent Capital Group
Oklahoma
$75.9K +$9.27K +52 +14%
CAM
1895
Costello Asset Management
Pennsylvania
$75.7K
FNWA
1896
Financial Network Wealth Advisors
Utah
$75.5K +$74K +415 New
AWM
1897
Atticus Wealth Management
Florida
$75.2K -$178 -1 -0.2%
HFS
1898
HBC Financial Services
Washington
$75K
Bank Julius Baer & Co
1899
Bank Julius Baer & Co
Switzerland
$74.7K -$11.8K -66 -15%
SA
1900
SRH Advisors
Kansas
$72.8K