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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
701
Marshall Investment Management
Colorado
$1.76K +$1.85K +88 New
APW
702
Allied Private Wealth
Florida
$1.69K +$1.69K +80 New
DWM
703
Darwin Wealth Management
Florida
$1.61K – – –
DWM
704
Dogwood Wealth Management
Kansas
$1.6K -$590 -28 -26%
BAM
705
Byrne Asset Management
New Jersey
$1.6K – – –
SHIM
706
Stone House Investment Management
Pennsylvania
$1.6K – – –
HIA
707
Highland Investment Advisors
Florida
$1.54K +$1.62K +77 New
GGI
708
Godsey & Gibb Inc
Virginia
$1.5K – – –
SMBT
709
Southern Michigan Bank & Trust
Michigan
$1.48K – – –
NFSG
710
Newbridge Financial Services Group
Florida
$1.42K +$21 +1 +1%
GIA
711
GHP Investment Advisors
Colorado
$1.12K -$9.99K -474 -89%
MWM
712
Mascoma Wealth Management
New Hampshire
$1.1K +$1.16K +55 New
BWAM
713
Boyd Watterson Asset Management
Ohio
$1K – – –
TCA
714
Trifecta Capital Advisors
Illinois
$1K +$1.05K +50 New
MS
715
Monetary Solutions
Ohio
$983 +$1.03K +49 New
NWMP
716
Noble Wealth Management PBC
Colorado
$943 +$991 +47 New
IA
717
IFG Advisory
Georgia
$903 +$949 +45 New
WB
718
Webster Bank
Connecticut
$863 +$906 +43 New
BIM
719
Breakwater Investment Management
Washington
$843 +$885 +42 New
KFAS
720
Keating Financial Advisory Services
Kansas
$802 +$843 +40 New
DF
721
Downshift Financial
Colorado
$762 +$801 +38 New
HHGA
722
Halbert Hargrove Global Advisors
California
$753 +$780 +37 New
CWM
723
Copia Wealth Management
Oregon
$722 +$759 +36 New
MWM
724
Mosley Wealth Management
California
$682 +$717 +34 New
KFG
725
Kingdom Financial Group
Arizona
$606 -$126 -6 -17%
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