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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
376
Capital Analysts LLC
Pennsylvania
$2K
DPW
377
DiNuzzo Private Wealth
Pennsylvania
$1.98K
SS
378
SBI Securities
Japan
$1.74K
SWM
379
SHP Wealth Management
Massachusetts
$1.66K +$238 +2 +17%
RWM
380
Rialto Wealth Management
New York
$1.63K +$238 +2 +17%
PS
381
Planning Strategies
Pennsylvania
$1.51K +$1.54K +13 New
HIA
382
HFM Investment Advisors
New Jersey
$1.4K +$594 +5 +71%
CJ
383
Caitlin John
Michigan
$1.39K -$235K -1,976 -99%
BTI
384
Blue Trust Inc
Georgia
$1.39K
VCM
385
Versant Capital Management
Arizona
$1.39K
HPC
386
HM Payson & Co
Maine
$1.28K
PWMG
387
Private Wealth Management Group
New Jersey
$1.28K
VWA
388
Valued Wealth Advisors
Utah
$1.06K +$475 +4 +80%
WA
389
Whipplewood Advisors
Colorado
$1.05K -$2.85K -24 -73%
MCM
390
Manchester Capital Management
Vermont
$930
TM
391
Torren Management
California
$728
LI
392
LRI Investments
Florida
$697 +$713 +6 New
MCM
393
MV Capital Management
Maryland
$581 -$238 -2 -29%
PWA
394
Principia Wealth Advisory
Texas
$581 +$119 +1 +25%
FMP
395
Financial Management Professionals
Texas
$465
UFF
396
USA Financial Formulas
Michigan
$465
AWM
397
Activest Wealth Management
Florida
$465 +$475 +4 New
QWM
398
Quaker Wealth Management
New Jersey
$349
DF
399
DecisionPoint Financial
Arizona
$341 +$357 +3 New
BHWM
400
Beaird Harris Wealth Management
Texas
$235