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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
701
High Note Wealth
Minnesota
$4.44K -$324 -4 -7%
BFS
702
Bare Financial Services
Pennsylvania
$4.44K +$3.24K +40 +235%
BCWM
703
Bartlett & Co Wealth Management
Ohio
$4.28K -$2.59K -32 -37%
MSWA
704
Marshall & Sterling Wealth Advisors
New York
$4.28K +$2.83K +35 +175%
CAL
705
Capital Analysts LLC
Pennsylvania
$4K – – –
API
706
Asset Planning Inc
California
$3.9K – – –
BL
707
BFSG LLC
California
$3.9K – – –
EWA
708
EQ Wealth Advisors
Texas
$3.9K – – –
WIM
709
Westside Investment Management
California
$3.9K – – –
Q1WB
710
Quest 10 Wealth Builders
Virginia
$3.9K +$4.04K +50 New
CAM
711
Creekmur Asset Management
Illinois
$3.66K – – –
ADL
712
Asset Dedication LLC
California
$3.66K +$2.18K +27 +135%
GIA
713
GHP Investment Advisors
Colorado
$3.43K – – –
GG
714
Gleason Group
Kentucky
$3.27K – – –
WB
715
Webster Bank
Connecticut
$2.8K +$2.91K +36 New
MSFP
716
Mark Sheptoff Financial Planning
Connecticut
$2.73K -$21.4K -265 -88%
JWA
717
JFS Wealth Advisors
Pennsylvania
$2.42K +$566 +7 +29%
ACM
718
Anfield Capital Management
California
$2.34K – – –
CT
719
Clearstead Trust
Maine
$2.26K -$81 -1 -3%
YP
720
YANKCOM Partnership
South Dakota
$2.18K – – –
TCA
721
Trifecta Capital Advisors
Illinois
$2.18K +$2.27K +28 New
PPC
722
Park Place Capital
Alabama
$2.09K – – –
AW
723
Avion Wealth
Texas
$2K -$37.3K -461 -95%
PMAM
724
Picton Mahoney Asset Management
Ontario, Canada
$2K – – –
MCM
725
MV Capital Management
Maryland
$1.95K +$243 +3 +14%
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