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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
2851
Mowery & Schoenfeld Wealth Management
Illinois
$21.3K -$15K -575 -41%
GA
2852
GoalVest Advisory
New York
$20.9K +$942 +36 +5%
NSG
2853
Nalls Sherbakoff Group
Tennessee
$20.7K +$21.4K +817 New
TWD
2854
True Wealth Design
Ohio
$20K +$5.21K +199 +34%
BFP
2855
Briaud Financial Planning
Texas
$20K – – –
AP
2856
Aspect Partners
Virginia
$19.7K – – –
TCM
2857
TD Capital Management
Tennessee
$19.5K +$79 +3 +0.4%
PP
2858
Pacifica Partners
Canada
$18.8K +$209 +8 +1%
CAM
2859
Creekmur Asset Management
Illinois
$18.2K -$1.26K -48 -6%
1L
2860
10Elms LLP
Oklahoma
$17.7K -$50.1K -1,913 -73%
IAS
2861
IMA Advisory Services
Colorado
$17.3K +$17.8K +682 New
BONH
2862
Bank of New Hampshire
New Hampshire
$17K -$11.9K -453 -40%
WPA
2863
Wealth Preservation Advisors
Tennessee
$16.9K +$17.4K +665 New
AFS
2864
Anderson Financial Strategies
Ohio
$16.3K – – –
HIA
2865
HFM Investment Advisors
New Jersey
$16K +$16.6K +633 New
EPIME
2866
Evelyn Partners Investment Management (Europe)
$15.8K – – –
AEPWM
2867
Atlantic Edge Private Wealth Management
Florida
$15.6K – – –
GAG
2868
Goodman Advisory Group
Massachusetts
$15.6K +$16.1K +614 New
SWP
2869
SIMA Wealth Partners
Virginia
$15.3K +$262 +10 +2%
CFP
2870
Comprehensive Financial Planning
Pennsylvania
$15.3K +$79 +3 +0.5%
CCM
2871
Cloud Capital Management
Washington
$15K +$15.7K +600 New
HFS
2872
Hughes Financial Services
Virginia
$14.2K +$15.2K +580 New
CFS
2873
Compass Financial Services
Iowa
$13.9K +$12.7K +484 +733%
RTL
2874
Red Tortoise LLC
Georgia
$13.8K +$14.2K +544 New
GTAM
2875
Global Trust Asset Management
Florida
$13.1K -$30.7K -1,174 -69%