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Name Holding Trade Value Shares
Change
Change in
Stake
DPW
401
DiNuzzo Private Wealth
Pennsylvania
$1.89K
SIC
402
SJS Investment Consulting
Ohio
$1.89K
NWMP
403
Noble Wealth Management PBC
Colorado
$1.74K +$1.49K +12 New
RWS
404
Retirement Wealth Solutions
Wisconsin
$1.6K +$124 +1 +10%
PMFA
405
Plante Moran Financial Advisors
Michigan
$1.6K +$1.37K +11 New
BHWM
406
Bay Harbor Wealth Management
Maryland
$1.45K +$373 +3 +43%
AW
407
Ankerstar Wealth
Texas
$1.31K
TWD
408
True Wealth Design
Ohio
$1.16K -$373 -3 -27%
GWM
409
Gilpin Wealth Management
Colorado
$1.16K -$124 -1 -11%
HIA
410
HFM Investment Advisors
New Jersey
$1.16K +$621 +5 +167%
TM
411
Torren Management
California
$1.16K
MCM
412
Manchester Capital Management
Vermont
$1.02K
CFM
413
Cornerstone Financial Management
Massachusetts
$1.02K
EA
414
Evolution Advisers
Virginia
$1K +$994 +8 New
JWM
415
JPL Wealth Management
Colorado
$727
ZBNA
416
Zions Bancorporation, National Association
Utah
$726 +$621 +5 New
KG
417
Kilter Group
New York
$582 +$124 +1 +33%
HFS
418
Hughes Financial Services
Virginia
$581 +$373 +3 +300%
DCM
419
Davis Capital Management
Florida
$436 +$373 +3 New
LI
420
LRI Investments
Florida
$436 +$373 +3 New
MCA
421
Maryland Capital Advisors
Maryland
$291 +$248 +2 New
DF
422
DecisionPoint Financial
Arizona
$145 +$124 +1 New
RWM
423
Raffa Wealth Management
District of Columbia
$145 +$124 +1 New
ACM
424
Ananym Capital Management
New York
-$35.3M -333,002 Closed
PCM
425
Peregrine Capital Management
Minnesota
-$11.7M -110,240 Closed