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Name Holding Trade Value Shares
Change
Change in
Stake
HAP
2851
Harbor Asset Planning
Massachusetts
$23.9K -$8.71K -327 -28%
HIMS
2852
Hager Investment Management Services
New Hampshire
$23.6K – – –
MWM
2853
Mosley Wealth Management
California
$23.2K +$24.2K +910 New
WA
2854
Westfuller Advisors
New York
$22.6K +$2.77K +104 +15%
EWP
2855
Elevation Wealth Partners
California
$22.2K -$43.8K -1,644 -67%
GGI
2856
Godsey & Gibb Inc
Virginia
$21.9K -$879 -33 -4%
SR
2857
Swiss Re
Switzerland
$21.8K – – –
RWM
2858
Raffa Wealth Management
District of Columbia
$20.6K +$5.11K +192 +35%
YP
2859
YANKCOM Partnership
South Dakota
$20.1K -$10.4K -391 -35%
CFM
2860
Cornerstone Financial Management
Massachusetts
$19.7K +$2.34K +88 +14%
HFS
2861
Horizon Financial Services
North Carolina
$19.5K -$8.55K -321 -32%
AEPWM
2862
Atlantic Edge Private Wealth Management
Florida
$19.4K – – –
LAS
2863
Lloyd Advisory Services
Georgia
$18.8K -$211K -7,930 -92%
KFG
2864
Kingdom Financial Group
Arizona
$18.8K +$2.42K +91 +16%
MWM
2865
Magnolia Wealth Management
Alabama
$18.7K +$17.7K +665 New
BA
2866
Bard Associates
Illinois
$18.3K +$9.32K +350 +117%
HIW
2867
Holos Integrated Wealth
Pennsylvania
$18.2K – – –
DCM
2868
Dorato Capital Management
Colorado
$18K – – –
IRAG
2869
Investment Research & Advisory Group
Georgia
$18K – – –
SFAM
2870
Sawyer Falduto Asset Management
Illinois
$17.7K – – –
GAG
2871
Goodman Advisory Group
Massachusetts
$17.2K – – –
WPA
2872
Wealth Preservation Advisors
Tennessee
$17.2K +$8.04K +302 +97%
AP
2873
Aspect Partners
Virginia
$17K -$5.88K -221 -27%
PSB
2874
Piscataqua Savings Bank
New Hampshire
$16.8K – – –
BHWM
2875
Bay Harbor Wealth Management
Maryland
$16.3K +$4.87K +183 +46%