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Name Holding Trade Value Shares
Change
Change in
Stake
GF
2726
GGM Financials
Ohio
$21K – – –
HAP
2727
Harbor Asset Planning
Massachusetts
$20.5K – – –
MAM
2728
Marquette Asset Management
Minnesota
$20K -$785 -30 -3%
BWM
2729
Bernard Wealth Management
Michigan
$19.5K -$2.96K -113 -12%
JGCM
2730
Joseph Group Capital Management
Ohio
$19.4K -$4.42K -169 -17%
PWMA
2731
Pension & Wealth Management Advisors
Massachusetts
$19.3K +$13.3K +507 +171%
GGI
2732
Godsey & Gibb Inc
Virginia
$18.7K – – –
TAP
2733
Tounjian Advisory Partners
Florida
$18.7K -$1.95M -74,672 -99%
1L
2734
10Elms LLP
Oklahoma
$16.9K +$5.23K +200 +40%
AEPWM
2735
Atlantic Edge Private Wealth Management
Florida
$16.7K – – –
RWM
2736
Raffa Wealth Management
District of Columbia
$16.2K -$1.57K -60 -8%
HIW
2737
Holos Integrated Wealth
Pennsylvania
$16.2K – – –
CFM
2738
Cornerstone Financial Management
Massachusetts
$16.1K -$837 -32 -5%
DCM
2739
Dorato Capital Management
Colorado
$15.8K – – –
BA
2740
Bard Associates
Illinois
$15.7K – – –
HIA
2741
Highland Investment Advisors
Florida
$15.5K +$16.9K +645 New
KA
2742
Kozak & Associates
Colorado
$15.2K -$7.14K -273 -30%
SFAM
2743
Sawyer Falduto Asset Management
Illinois
$15.1K – – –
GTAM
2744
Global Trust Asset Management
Florida
$14.7K -$14.4K -552 -47%
KFG
2745
Kingdom Financial Group
Arizona
$14.1K -$2.2K -84 -13%
PJC
2746
Phillip James Consulting
Minnesota
$14K – – –
AP
2747
Aspect Partners
Virginia
$13.9K -$759 -29 -5%
WAG
2748
Wiser Advisor Group
Arizona
$12.7K +$235 +9 +2%
CFP
2749
Comprehensive Financial Planning
Pennsylvania
$12.6K +$131 +5 +1%
AF
2750
Align Financial
Minnesota
$12.4K – – –