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Name Holding Trade Value Shares
Change
Change in
Stake
HAP
801
Harbor Asset Planning
Massachusetts
$19.2K
TWD
802
True Wealth Design
Ohio
$18.6K +$9.72K +39 +89%
DSC
803
Duncker Streett & Co
Missouri
$18K
BDPWM
804
Barnes Dennig Private Wealth Management
Ohio
$17.3K +$3.49K +14 +22%
AT
805
Arlington Trust
Alabama
$16.6K +$8.47K +34 +85%
CFD
806
Creative Financial Designs
Indiana
$16.2K
SR
807
Swiss Re
Switzerland
$15.7K
CT
808
Coastline Trust
Rhode Island
$15.3K
JWA
809
JFS Wealth Advisors
Pennsylvania
$14.1K -$5.48K -22 -26%
GSEP
810
Golden State Equity Partners
California
$13.7K +$15.2K +61 New
WA
811
WPG Advisers
Maryland
$13K -$2.99K -12 -17%
TC
812
Truvestments Capital
Florida
$13K
KAS
813
Kemnay Advisory Services
New York
$13K +$1.25K +5 +9%
KFI
814
Key Financial Inc
Pennsylvania
$12.3K
LI
815
LRI Investments
Florida
$11.9K
FFO
816
Fortitude Family Office
Arizona
$11.7K +$3.24K +13 +33%
CT
817
Clearstead Trust
Maine
$11.7K +$6.48K +26 +100%
FMP
818
Financial Management Professionals
Texas
$11.5K
TGY2IT
819
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$11.4K +$12.7K +51 New
HWA
820
HHM Wealth Advisors
Tennessee
$11.3K
SNB
821
Security National Bank
Nebraska
$11.2K
SGK
822
Steigerwald Gordon & Koch
Virginia
$11.2K
IW
823
Imprint Wealth
South Carolina
$10.6K
W
824
WealthCollab
Washington
$10.3K
RCM
825
Raleigh Capital Management
North Carolina
$10.1K +$1.5K +6 +15%