Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1401
CGC Financial Services
Oregon
$36.7K – – –
CIAM
1402
Caitong International Asset Management
Hong Kong
$36.5K +$35.4K +443 New
NEWAS
1403
N.E.W. Advisory Services
Wisconsin
$36.1K – – –
CVM
1404
Cheviot Value Management
California
$36K – – –
BFS
1405
Burkett Financial Services
South Carolina
$35.8K +$240 +3 +0.7%
MWPCG
1406
Measured Wealth Private Client Group
New Hampshire
$34.5K +$33.5K +419 New
MWM
1407
Mascoma Wealth Management
New Hampshire
$34.1K – – –
CAM
1408
Clarity Asset Management
Iowa
$33.9K -$480 -6 -1%
DWM
1409
Darwin Wealth Management
Florida
$33.8K +$240 +3 +0.7%
CAM
1410
Costello Asset Management
Pennsylvania
$33.6K +$80 +1 +0.2%
WIM
1411
Westside Investment Management
California
$33.3K +$6.56K +82 +26%
FWA
1412
Flagship Wealth Advisors
Massachusetts
$32.9K – – –
VWM
1413
Valley Wealth Managers
New Jersey
$32.9K – – –
PAM
1414
Parvin Asset Management
South Dakota
$32.9K +$1.52K +19 +5%
PP
1415
PFS Partners
New Jersey
$32.5K +$240 +3 +0.8%
WANY
1416
Wealthspire Advisors (New York)
New York
$32.3K +$31.3K +392 New
FC
1417
Fairscale Capital
New Hampshire
$32.1K – – –
SCA
1418
Stuart Chaussee & Associates
California
$31.7K – – –
HFM
1419
Hartford Financial Management
Connecticut
$31.6K +$2.48K +31 +9%
RWM
1420
Rialto Wealth Management
New York
$30.5K +$640 +8 +2%
GJIA
1421
Glass Jacobson Investment Advisors
Maryland
$30K – – –
NAAA
1422
New Age Alpha Advisors
New York
$29.1K – – –
FUBT
1423
First United Bank & Trust
Maryland
$28.8K – – –
HWA
1424
HHM Wealth Advisors
Tennessee
$27.5K -$18.6K -233 -41%
HCA
1425
Harbor Capital Advisors
Illinois
$26K +$10.8K +135 +75%