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Name Holding Trade Value Shares
Change
Change in
Stake
WF
4826
Warner Financial
Maryland
$460K +$8.31K +66 +2%
LSWM
4827
Lorne Steinberg Wealth Management
Canada
$458K -$6.29K -50 -2%
NHFG
4828
New Harbor Financial Group
Massachusetts
$458K -$29.6K -235 -7%
GPW
4829
Gentry Private Wealth
Kansas
$457K +$34.7K +276 +11%
SWM
4830
Seed Wealth Management
Illinois
$455K – – –
RF
4831
Robinswood Financial
Washington
$454K +$44.9K +357 +14%
1NWS
4832
1 North Wealth Services
Maryland
$453K -$8.31K -66 -2%
NFGCM
4833
Norman Fields Gottscho Capital Management
New York
$453K – – –
BWM
4834
BCO Wealth Management
New Mexico
$453K +$361K +2,867 New
FAP
4835
Financial Advisory Partners
Florida
$452K -$339K -2,694 -48%
DAM
4836
Diamant Asset Management
Connecticut
$451K – – –
SWM
4837
Seaside Wealth Management
California
$449K +$82.4K +655 +30%
BWA
4838
BCU Wealth Advisors
Illinois
$447K – – –
BC
4839
Bayforest Capital
United Kingdom
$443K +$353K +2,803 New
FWS
4840
FinDec Wealth Services
California
$441K -$506K -4,020 -59%
SWM
4841
Sterling Wealth Management
Illinois
$439K +$350K +2,780 New
BAWM
4842
Bennett Associates Wealth Management
Pennsylvania
$435K +$25.8K +205 +8%
CC
4843
Climber Capital
Switzerland
$435K – – –
HFBOT
4844
Home Federal Bank of Tennessee
Tennessee
$434K – – –
SPA
4845
Sentinel Pension Advisors
Massachusetts
$433K +$13.5K +107 +4%
BBNB
4846
Baker Boyer National Bank
Washington
$433K +$43K +342 +14%
FA
4847
Financial Advisors
Massachusetts
$432K – – –
HWA
4848
Hillcrest Wealth Advisors
New Jersey
$432K -$5.16K -41 -1%
EWA
4849
Elevate Wealth Advisory
Georgia
$431K -$238K -1,888 -41%
MWP
4850
MYCIO Wealth Partners
Pennsylvania
$430K – – –