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