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Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
451
Blue Bell Private Wealth Management
Pennsylvania
$23.4K -$6.12K -15 -26%
VR
452
Vision Retirement
New Jersey
$22.9K
CMA
453
Cedar Mountain Advisors
Oregon
$20.7K +$15.5K +38 New
SIS
454
Sound Income Strategies
Florida
$17.1K
BWA
455
Basecamp Wealth Advisors
Washington
$16.9K
RFP
456
Root Financial Partners
California
$16.9K +$1.63K +4 +15%
RIL
457
Rothschild Investment LLC
Illinois
$15.8K +$816 +2 +7%
FMTCOCP
458
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K
TPWA
459
Twin Peaks Wealth Advisors
California
$14.7K +$11K +27 New
SS
460
Sunbelt Securities
Texas
$14.2K
MA
461
MCF Advisors
Kentucky
$13.6K -$2.04K -5 -17%
WA
462
WPG Advisers
Maryland
$13.6K -$3.67K -9 -26%
KFAS
463
Keating Financial Advisory Services
Kansas
$13.1K +$4.89K +12 +100%
C
464
Covestor
United Kingdom
$12K
FFO
465
Fortitude Family Office
Arizona
$12K +$3.67K +9 +69%
OCWP
466
Owl Creek Wealth Partners
Colorado
$10.9K +$8.15K +20 New
SG
467
Sankala Group
Colorado
$8.97K
GSEP
468
Golden State Equity Partners
California
$8.71K +$6.52K +16 New
QC
469
Quent Capital
New York
$8.23K +$6.12K +15 New
TPCW
470
TD Private Client Wealth
New York
$8.17K -$2.04K -5 -25%
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$8.17K +$4.49K +11 +275%
CCWM
472
Cassaday & Co Wealth Management
Virginia
$7.08K +$5.3K +13 New
PMAM
473
Picton Mahoney Asset Management
Ontario, Canada
$7.08K
CPG
474
Cornerstone Planning Group
New Jersey
$6.48K
CA
475
Clearstead Advisors
Ohio
$5.99K -$4.49K -11 -50%