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Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
476
Creative Capital Management Investments
California
$3.11K +$3.02K +26 New
OAJ
477
Ogorek Anthony Joseph
New York
$3K – – –
WETS
478
Wealth Enhancement Trust Services
South Dakota
$2.99K +$2.9K +25 New
RWM
479
Rialto Wealth Management
New York
$2.63K +$813 +7 +47%
HWP
480
Highline Wealth Partners
California
$2.51K +$581 +5 +31%
AWM
481
Abound Wealth Management
Tennessee
$2.39K – – –
BWA
482
Basecamp Wealth Advisors
Washington
$2.39K +$349 +3 +18%
MNA
483
Manning & Napier Advisors
New York
$2.39K +$2.32K +20 New
SFS
484
Sunrise Financial Services
Washington
$2.15K – – –
DPW
485
DiNuzzo Private Wealth
Pennsylvania
$2.15K +$116 +1 +6%
PWA
486
Physician Wealth Advisors
Utah
$2.15K +$930 +8 +80%
NFSG
487
Newbridge Financial Services Group
Florida
$2.04K – – –
BHWM
488
Bay Harbor Wealth Management
Maryland
$1.8K +$232 +2 +15%
DFA
489
DHJJ Financial Advisors
Illinois
$1.68K – – –
KG
490
Kilter Group
New York
$1.68K – – –
CH
491
Cromwell Holdings
Wyoming
$1.68K +$697 +6 +75%
DF
492
Dunhill Financial
United Kingdom
$1.6K – – –
HIA
493
HFM Investment Advisors
New Jersey
$1.56K +$813 +7 +117%
FIM
494
FWL Investment Management
Texas
$1.56K +$1.51K +13 New
NB
495
NBT Bank
New York
$1.2K – – –
FC
496
Financial Consulate
Maryland
$1.2K +$1.16K +10 New
RWS
497
Retirement Wealth Solutions
Wisconsin
$1.08K +$465 +4 +80%
BWL
498
Bogart Wealth LLC
Virginia
$1.08K -$465 -4 -31%
CAL
499
Capital Advisors Ltd
Ohio
$1K – – –
SWM
500
SHP Wealth Management
Massachusetts
$838 +$581 +5 +250%