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Name Holding Trade Value Shares
Change
Change in
Stake
UFPG
751
United Financial Planning Group
New York
$3.19K
DPW
752
DiNuzzo Private Wealth
Pennsylvania
$3.19K +$125 +1 +4%
AFC
753
Ares Financial Consulting
California
$2.96K
AWM
754
Abound Wealth Management
Tennessee
$2.84K
NSIM
755
North Star Investment Management
Illinois
$2.84K -$623 -5 -17%
WBWA
756
William B. Walkup & Associates
South Carolina
$2.71K +$2.74K +22 New
RS
757
Rakuten Securities
Japan
$2.6K -$8.34K -67 -75%
KG
758
Kilter Group
New York
$2.6K -$374 -3 -12%
BWAM
759
Boyd Watterson Asset Management
Ohio
$2.6K
PWA
760
Physician Wealth Advisors
Utah
$2.6K +$747 +6 +38%
IAS
761
IMA Advisory Services
Colorado
$2.6K +$1.74K +14 +175%
BIA
762
Bell Investment Advisors
California
$2.37K -$7.47K -60 -75%
HIA
763
HFM Investment Advisors
New Jersey
$2.37K +$1.37K +11 +122%
CFM
764
Cornerstone Financial Management
Massachusetts
$2.13K -$125 -1 -5%
DF
765
Dunhill Financial
United Kingdom
$2.07K +$1.25K +10 +143%
FCAS
766
First Command Advisory Services
Texas
$1.89K
SIM
767
Synergy Investment Management
Florida
$1.83K +$1.99K +16 +1,600%
MB
768
MidFirst Bank
Oklahoma
$1.77K +$1.87K +15 New
SWM
769
SHP Wealth Management
Massachusetts
$1.54K -$26.3K -211 -94%
TBFA
770
Three Bearings Fiduciary Advisors
New Hampshire
$1.54K
BFS
771
Bare Financial Services
Pennsylvania
$1.54K
OAG
772
Oakmont Advisory Group
New Mexico
$1.48K +$1.62K +13 New
DF
773
DecisionPoint Financial
Arizona
$1.35K +$498 +4 +50%
DIP
774
DT Investment Partners
Pennsylvania
$1.18K +$1.25K +10 New
AG
775
AmeriFlex Group
Nevada
$1.18K +$1.25K +10 New