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Name Holding Trade Value Shares
Change
Change in
Stake
SHF
3251
Safe Harbor Fiduciary
Florida
$23.9K – – –
JSAM
3252
J. Safra Asset Management
New York
$23.2K -$315K -3,969 -93%
HAP
3253
Harbor Asset Planning
Massachusetts
$22.6K +$22.7K +285 New
WA
3254
WestEnd Advisors
North Carolina
$22.5K -$29.5M -371,442 -100%
CI
3255
Clal Insurance
Israel
$22K -$500K -6,284 -96%
PFG
3256
Putney Financial Group
California
$21.8K +$21.5K +270 +5,400%
RTL
3257
Red Tortoise LLC
Georgia
$21.1K +$874 +11 +4%
LWA
3258
Lowe Wealth Advisors
Maryland
$21K -$7.95K -100 -27%
WPWM
3259
Western Pacific Wealth Management
Illinois
$20.9K -$10.3K -129 -33%
MCA
3260
Midwest Capital Advisors
Michigan
$20.7K – – –
PS
3261
Pinney & Scofield
Massachusetts
$19.9K +$4.13K +52 +26%
PWMA
3262
Pension & Wealth Management Advisors
Massachusetts
$19.9K -$7.87K -99 -28%
CWM
3263
Consultiva Wealth Management
Puerto Rico
$19.8K – – –
HFS
3264
Horizon Financial Services
North Carolina
$19.8K – – –
VWWMG
3265
Vermillion & White Wealth Management Group
Pennsylvania
$19.6K – – –
WCM
3266
WealthTrak Capital Management
Virginia
$18.4K -$12.2K -153 -40%
DRP
3267
Decker Retirement Planning
Utah
$18.2K +$13.9K +175 +318%
DF
3268
Dunhill Financial
United Kingdom
$18.1K -$8.82K -111 -33%
CWM
3269
Copia Wealth Management
Oregon
$18K – – –
FF
3270
Friedenthal Financial
New Jersey
$17.7K +$17.7K +223 New
KWM
3271
Kiker Wealth Management
Georgia
$15.8K -$2.31K -29 -13%
KOCAA
3272
Knights of Columbus Asset Advisors
Connecticut
$15.8K -$1.35K -17 -8%
CFO
3273
Capitol Family Office
Oregon
$15.8K – – –
SIP
3274
Sellwood Investment Partners
Oregon
$15.8K +$15.9K +200 New
HNW
3275
High Note Wealth
Minnesota
$15.3K -$796K -10,009 -98%