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Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
626
Bruce G. Allen Investments
Colorado
$859
PP
627
Paladin Partners
Wisconsin
$737
KFI
628
Key Financial Inc
Pennsylvania
$614
PWA
629
Physician Wealth Advisors
Utah
$553 -$1.96K -32 -78%
AWM
630
Abound Wealth Management
Tennessee
$553
SC
631
SouthState Corp
Florida
$492 +$489 +8 New
BH
632
Burk Holdings
Oklahoma
$430
IWM
633
IMG Wealth Management
Florida
$430
PWA
634
Provenance Wealth Advisors
Florida
$430 +$428 +7 New
DF
635
DecisionPoint Financial
Arizona
$422 +$428 +7 New
1CP
636
1015 Capital Partners
Pennsylvania
$368 +$61 +1 +20%
PS
637
Planning Strategies
Pennsylvania
$368 +$367 +6 New
TM
638
Torren Management
California
$307
SFCL
639
Strengthening Families & Communities LLC
Massachusetts
$307 +$306 +5 New
DF
640
Dunhill Financial
United Kingdom
$306 +$306 +5 New
HIA
641
Harbor Investment Advisory
Maryland
$246
QWM
642
Quaker Wealth Management
New Jersey
$246
VNA
643
Valley National Advisers
Pennsylvania
$246 +$245 +4 New
BMC
644
Bear Mountain Capital
Washington
$232
ACA
645
American Capital Advisory
Idaho
$185 -$122 -2 -40%
SA
646
Seneschal Advisors
Washington
$185 +$61 +1 +50%
AWM
647
Activest Wealth Management
Florida
$184 -$1.41K -23 -88%
SWA
648
SOA Wealth Advisors
New York
$184
SHIM
649
Stone House Investment Management
Pennsylvania
$184
WA
650
WestEnd Advisors
North Carolina
$184 +$61 +1 +50%