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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
701
Rossby Financial
Florida
$9.59K +$1.73K +22 +23%
CIM
702
Contravisory Investment Management
Massachusetts
$9.43K – – –
MHR
703
Matthew Hamilton Rosenberg
$9.1K – – –
MWM
704
Mascoma Wealth Management
New Hampshire
$8.61K – – –
HCM
705
Hollencrest Capital Management
California
$8.45K – – –
AFC
706
Ares Financial Consulting
California
$8.2K +$7.84K +100 New
EWA
707
EQ Wealth Advisors
Texas
$8.2K +$7.84K +100 New
CT
708
Colonial Trust
South Carolina
$7.22K – – –
KFAS
709
Keating Financial Advisory Services
Kansas
$6.97K +$6.67K +85 New
FMII
710
Farmers & Merchants Investments Inc
Nebraska
$6.81K – – –
PWMG
711
Prestige Wealth Management Group
New Jersey
$6.64K – – –
VWM
712
Vermillion Wealth Management
Minnesota
$6.48K – – –
TFA
713
Transamerica Financial Advisors
Florida
$6.34K +$1.41K +18 +31%
GA
714
GoalVest Advisory
New York
$6.31K +$6.04K +77 New
SA
715
Strategic Advocates
Utah
$5.79K +$2.74K +35 +100%
BOJHT
716
Bank of Jackson Hole Trust
Wyoming
$5.41K – – –
WPA
717
Wealth Preservation Advisors
Tennessee
$5.25K – – –
LWANC
718
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.25K +$5.02K +64 New
EPG
719
Estate Planners Group
Pennsylvania
$5.17K +$4.94K +63 New
PIS
720
POM Investment Strategies
North Carolina
$4.92K +$4.71K +60 New
SVCP
721
Silicon Valley Capital Partners
California
$4.7K – – –
SRCM
722
Signature Resources Capital Management
California
$4.43K – – –
CA
723
CoreCap Advisors
Michigan
$4.35K -$416K -5,301 -99%
EB
724
Eastern Bank
Massachusetts
$4.1K – – –
EWP
725
Elevation Wealth Partners
California
$4.02K +$2.9K +37 +308%
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