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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
526
High Note Wealth
Minnesota
$2.02K -$1.84K -24 -45%
AP
527
Atwood & Palmer
Missouri
$1.96K
CH
528
Cromwell Holdings
Wyoming
$1.81K -$77 -1 -4%
JWM
529
JPL Wealth Management
Colorado
$1.4K -$3.37K -44 -69%
AA
530
Addison Advisors
Vermont
$1.33K -$25.6K -334 -95%
CFO
531
CVA Family Office
Colorado
$1.26K -$9.87K -129 -88%
DPW
532
DiNuzzo Private Wealth
Pennsylvania
$1.19K -$689 -9 -35%
CFD
533
Creative Financial Designs
Indiana
$1.19K
JFA
534
JNBA Financial Advisors
Minnesota
$1.19K
DF
535
Dunhill Financial
United Kingdom
$1.19K -$230 -3 -15%
CIAM
536
Caitong International Asset Management
Hong Kong
$1.12K -$174K -2,274 -99%
ATC
537
Adirondack Trust Company
New York
$1.12K
KG
538
Kilter Group
New York
$908 -$1.84K -24 -65%
FHC
539
First Horizon Corporation
Tennessee
$907 -$1.15K -15 -54%
CCMI
540
Creative Capital Management Investments
California
$907 +$995 +13 New
BHWM
541
Bay Harbor Wealth Management
Maryland
$838 -$77 -1 -8%
MFP
542
Meramec Financial Planners
Missouri
$834
AFC
543
Ares Financial Consulting
California
$716
PS
544
Planning Strategies
Pennsylvania
$698 +$765 +10 New
PWMG
545
Private Wealth Management Group
New Jersey
$629 -$842 -11 -55%
WA
546
Whipplewood Advisors
Colorado
$628
TBFA
547
Three Bearings Fiduciary Advisors
New Hampshire
$559
WA
548
WPG Advisers
Maryland
$558 -$765 -10 -56%
DPIM
549
Duff & Phelps Investment Management
Illinois
$489
AF
550
Advisornet Financial
Minnesota
$489 +$536 +7 New