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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
626
MidAtlantic Capital Management
Virginia
$237 -$1.56K -65 -88%
GA
627
GoalVest Advisory
New York
$237 – – –
RFG
628
REAP Financial Group
Texas
$237 – – –
B
629
Birchbrook
Maine
$211 – – –
FP
630
Financial Perspectives
Minnesota
$210 – – –
AFS
631
Annapolis Financial Services
Maryland
$185 – – –
HF
632
Halpern Financial
Virginia
$184 -$240 -10 -59%
EC
633
EdgeRock Capital
Colorado
$184 +$168 +7 New
CI
634
Cordant Inc
Oregon
$158 – – –
MSWM
635
Mowery & Schoenfeld Wealth Management
Illinois
$158 – – –
HWM
636
HighMark Wealth Management
Minnesota
$158 +$96 +4 +200%
UWS
637
Unique Wealth Strategies
Illinois
$152 +$168 +7 New
GTAM
638
Global Trust Asset Management
Florida
$132 -$24 -1 -17%
MSFP
639
Mark Sheptoff Financial Planning
Connecticut
$132 – – –
MFC
640
Mechanics Financial Corp
Ohio
$132 – – –
SHIM
641
Stone House Investment Management
Pennsylvania
$132 +$120 +5 New
PBK
642
Peoples Bank (Kansas)
Kansas
$131 – – –
WBC
643
West Branch Capital
Massachusetts
$106 – – –
MWA
644
Moser Wealth Advisors
Washington
$105 – – –
MWA
645
MFA Wealth Advisors
Pennsylvania
$105 +$96 +4 New
FC
646
Fairscale Capital
New Hampshire
$82 +$72 +3 New
RWM
647
Raffa Wealth Management
District of Columbia
$79 – – –
YAL
648
Your Advocates Ltd
Texas
$79 – – –
LIA
649
Lynx Investment Advisory
District of Columbia
$79 +$72 +3 New
CJ
650
Caitlin John
Michigan
$53 – – –