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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
676
Pinnacle Wealth Planning Services
Ohio
$9.83K +$720 +8 +7%
MHR
677
Matthew Hamilton Rosenberg
$9.17K – – –
MWM
678
Mascoma Wealth Management
New Hampshire
$8.67K – – –
SC
679
Stance Capital
Massachusetts
$8.26K -$1.33M -14,777 -99%
AFC
680
Ares Financial Consulting
California
$8.26K – – –
KFAS
681
Keating Financial Advisory Services
Kansas
$8.18K -$270 -3 -3%
APFP
682
Action Point Financial Planning
Michigan
$8.01K +$8.91K +99 New
EWP
683
Elevation Wealth Partners
California
$7.43K +$3.69K +41 +84%
FMII
684
Farmers & Merchants Investments Inc
Nebraska
$6.86K – – –
PWMG
685
Prestige Wealth Management Group
New Jersey
$6.69K – – –
VWM
686
Vermillion Wealth Management
Minnesota
$6.53K -$990 -11 -12%
CT
687
Colonial Trust
South Carolina
$6.44K – – –
MNA
688
Manning & Napier Advisors
New York
$6K +$2.88K +32 +82%
NFSG
689
Newbridge Financial Services Group
Florida
$5.58K +$2.61K +29 +74%
NB
690
NBH Bank
Colorado
$5.45K +$5.94K +66 New
AT
691
Arlington Trust
Alabama
$5.2K – – –
PIS
692
POM Investment Strategies
North Carolina
$4.96K -$16.6K -184 -75%
SRCM
693
Signature Resources Capital Management
California
$4.46K – – –
SIM
694
Synergy Investment Management
Florida
$4.09K +$2.97K +33 +330%
MCM
695
MV Capital Management
Maryland
$3.55K -$180 -2 -4%
SIM
696
Sims Investment Management
Ohio
$3.55K +$3.87K +43 New
LI
697
LRI Investments
Florida
$3.35K +$810 +9 +28%
BWM
698
Benson Wealth Management
Tennessee
$3.3K – – –
JSAM
699
J. Safra Asset Management
New York
$3.3K – – –
WA
700
Westfuller Advisors
New York
$3.01K – – –
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