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Name Holding Trade Value Shares
Change
Change in
Stake
GA
2701
GoalVest Advisory
New York
$22.3K -$28.9K -1,104 -54%
NWM
2702
Navigoe Wealth Management
California
$22K +$1.31K +50 +6%
LHEI
2703
Leo H. Evart Inc
California
$21.9K +$262 +10 +1%
SEP
2704
Signature Equity Partners
Ohio
$21.8K -$8.79K -336 -27%
HIA
2705
HFM Investment Advisors
New Jersey
$21.3K -$6.83K -261 -23%
HCM
2706
Hollencrest Capital Management
California
$21.2K +$471 +18 +2%
SR
2707
Syntax Research
Florida
$21K
GF
2708
GGM Financials
Ohio
$21K
HAP
2709
Harbor Asset Planning
Massachusetts
$20.5K
MAM
2710
Marquette Asset Management
Minnesota
$20K -$785 -30 -3%
BWM
2711
Bernard Wealth Management
Michigan
$19.5K -$2.96K -113 -12%
JGCM
2712
Joseph Group Capital Management
Ohio
$19.4K -$4.42K -169 -17%
PWMA
2713
Pension & Wealth Management Advisors
Massachusetts
$19.3K +$13.3K +507 +171%
GGI
2714
Godsey & Gibb Inc
Virginia
$18.7K
TAP
2715
Tounjian Advisory Partners
Florida
$18.7K -$1.95M -74,672 -99%
1L
2716
10Elms LLP
Oklahoma
$16.9K +$5.23K +200 +40%
AEPWM
2717
Atlantic Edge Private Wealth Management
Florida
$16.7K
RWM
2718
Raffa Wealth Management
District of Columbia
$16.2K -$1.57K -60 -8%
HIW
2719
Holos Integrated Wealth
Pennsylvania
$16.2K
CFM
2720
Cornerstone Financial Management
Massachusetts
$16.1K -$837 -32 -5%
DCM
2721
Dorato Capital Management
Colorado
$15.8K
BA
2722
Bard Associates
Illinois
$15.7K
HIA
2723
Highland Investment Advisors
Florida
$15.5K +$16.9K +645 New
KA
2724
Kozak & Associates
Colorado
$15.2K -$7.14K -273 -30%
SFAM
2725
Sawyer Falduto Asset Management
Illinois
$15.1K