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Name Holding Trade Value Shares
Change
Change in
Stake
HRC
1501
Hoertkorn Richard Charles
$30.8K
SHIM
1502
Stone House Investment Management
Pennsylvania
$30.5K
FFO
1503
Fortitude Family Office
Arizona
$30K +$11.4K +235 +67%
CAM
1504
Costello Asset Management
Pennsylvania
$29.8K +$13.6K +280 +93%
LWCFA
1505
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.6K +$27.7K +571 New
MASM
1506
MH & Associates Securities Management
California
$29.3K
AWM
1507
Activest Wealth Management
Florida
$29.3K +$27.7K +570 New
WB
1508
Webster Bank
Connecticut
$29.2K
VWM
1509
Vermillion Wealth Management
Minnesota
$28.5K +$7.52K +155 +39%
MCM
1510
Manchester Capital Management
Vermont
$28.2K +$971 +20 +4%
BLC
1511
Brown, Lisle/Cummings
Rhode Island
$28.1K +$7.09K +146 +37%
MWA
1512
Medallion Wealth Advisors
Connecticut
$27.9K
SFS
1513
Sunrise Financial Services
Washington
$27.9K
DIP
1514
DT Investment Partners
Pennsylvania
$27.9K
DWM
1515
Dogwood Wealth Management
Kansas
$27.9K +$11.1K +228 +73%
GA
1516
GoalVest Advisory
New York
$27.3K
TGY2IT
1517
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$27.1K +$25.6K +528 New
DWP
1518
Destiny Wealth Partners
Florida
$26.6K +$25.1K +518 New
EWM
1519
Evermay Wealth Management
Virginia
$26.6K
HHCP
1520
Hilton Head Capital Partners
South Carolina
$26.5K +$49 +1 +0.2%
EA
1521
Evergreen Advisors
Tennessee
$26.5K +$25K +515 New
EIM
1522
Essex Investment Management
Massachusetts
$26.4K
JWA
1523
JFS Wealth Advisors
Pennsylvania
$26.3K +$1.6K +33 +7%
BWA
1524
Basecamp Wealth Advisors
Washington
$26K
WA
1525
WPG Advisers
Maryland
$25.8K -$27.9K -575 -53%