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Name Holding Trade Value Shares
Change
Change in
Stake
HAP
3026
Harbor Asset Planning
Massachusetts
$34.3K – – –
ACM
3027
Anfield Capital Management
California
$34.2K +$5.51K +50 +20%
CIM
3028
Contravisory Investment Management
Massachusetts
$34.1K – – –
WA
3029
WPG Advisers
Maryland
$32.9K -$36.3K -330 -53%
SFS
3030
Sunrise Financial Services
Washington
$32.3K +$31.3K +284 New
MFP
3031
Meramec Financial Planners
Missouri
$32.1K +$32.5K +295 New
MAFA
3032
MJT & Associates Financial Advisory
Minnesota
$30.4K – – –
GJIA
3033
Glass Jacobson Investment Advisors
Maryland
$29.8K – – –
BW
3034
Bravera Wealth
North Dakota
$29.8K +$28.9K +262 New
CRI
3035
Commonwealth Retirement Investments
Virginia
$29K +$28.1K +255 New
EIP
3036
Essential Investment Partners
Colorado
$29K +$28.1K +255 New
BHWM
3037
Beaird Harris Wealth Management
Texas
$28.8K – – –
MCA
3038
Midwest Capital Advisors
Michigan
$28.7K – – –
VFM
3039
Vision Financial Markets
Connecticut
$28.5K – – –
APW
3040
Atlantic Private Wealth
North Carolina
$28.4K – – –
YP
3041
YANKCOM Partnership
South Dakota
$28K – – –
MWM
3042
Mascoma Wealth Management
New Hampshire
$27.8K -$25.1K -228 -48%
GFL
3043
Granite FO LLC
New Hampshire
$27.5K -$3.52K -32 -12%
VIS
3044
Vega Investment Solutions
France
$26.2K +$25.3K +230 New
GWM
3045
Greenline Wealth Management
Florida
$26.1K +$25.3K +230 New
SFAM
3046
Sawyer Falduto Asset Management
Illinois
$26.1K +$25.2K +229 New
OCM
3047
Osbon Capital Management
Massachusetts
$26K +$25.2K +229 New
TC
3048
Tacita Capital
Ontario, Canada
$25.6K +$10.1K +92 +69%
VWM
3049
Vermillion Wealth Management
Minnesota
$25.6K -$22.9K -208 -48%
CW
3050
Curio Wealth
Maryland
$25.5K +$12.9K +117 +110%