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Name Holding Trade Value Shares
Change
Change in
Stake
GA
2951
GoalVest Advisory
New York
$88K +$92.9K +562 +969%
MSFP
2952
Mark Sheptoff Financial Planning
Connecticut
$87K
RCM
2953
Regency Capital Management
Hawaii
$87K
JWBC
2954
John W. Brooker & Co
California
$86K
MS
2955
Marshall & Sullivan
Washington
$86K +$99.2K +600 New
FCG
2956
Financial Connections Group
California
$82K +$24.8K +150 +36%
MW
2957
Milestone Wealth
New York
$81K
AFS
2958
Annapolis Financial Services
Maryland
$81K +$496 +3 +0.5%
Loomis, Sayles & Company
2959
Loomis, Sayles & Company
Massachusetts
$79K -$1.58M -9,553 -95%
SFA
2960
Semmax Financial Advisors
North Carolina
$79K -$8.93K -54 -10%
DWA
2961
Delos Wealth Advisors
Texas
$78K -$310K -1,874 -78%
LD
2962
Lipe & Dalton
New York
$78K -$49.6K -300 -36%
RWM
2963
Raffa Wealth Management
District of Columbia
$77.5K +$331 +2 +0.4%
LFA
2964
Level Financial Advisors
New York
$77K
MFT
2965
Moisand Fitzgerald Tamayo
Florida
$76K +$69.9K +423 +403%
VC
2966
Vestor Capital
Illinois
$74K +$4.79K +29 +6%
GAG
2967
Goodman Advisory Group
Massachusetts
$72K +$82.5K +499 New
LFASL
2968
Lugano Financial Advisors SA (LFA)
Switzerland
$72K +$82.7K +500 New
FDCC
2969
Foster Dykema Cabot & Co
Massachusetts
$69K +$78.8K +477 New
OA
2970
Operose Advisors
Wisconsin
$60K
MCM
2971
Magnolia Capital Management
New York
$58K
CAL
2972
Capital Advisors Ltd
Ohio
$57K +$4.96K +30 +8%
BSWA
2973
Bromfield Sneider Wealth Advisors
Massachusetts
$56K -$66.1K -400 -51%
CA
2974
Centerpoint Advisors
Massachusetts
$56K
CQS
2975
Credential Qtrade Securities
$54.4K +$12.9K +78 +26%