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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
626
Geneos Wealth Management
Colorado
$982 – – –
NSIM
627
North Star Investment Management
Illinois
$921 -$2.33K -38 -72%
TFM
628
TFC Financial Management
Massachusetts
$860 +$245 +4 +40%
BGAI
629
Bruce G. Allen Investments
Colorado
$859 – – –
PP
630
Paladin Partners
Wisconsin
$737 – – –
BLC
631
Brown, Lisle/Cummings
Rhode Island
$614 -$673 -11 -52%
KFI
632
Key Financial Inc
Pennsylvania
$614 – – –
PWA
633
Physician Wealth Advisors
Utah
$553 -$1.96K -32 -78%
AWM
634
Abound Wealth Management
Tennessee
$553 – – –
SC
635
SouthState Corp
Florida
$492 +$489 +8 New
BH
636
Burk Holdings
Oklahoma
$430 – – –
IWM
637
IMG Wealth Management
Florida
$430 – – –
PWA
638
Provenance Wealth Advisors
Florida
$430 +$428 +7 New
DF
639
DecisionPoint Financial
Arizona
$422 +$428 +7 New
1CP
640
1015 Capital Partners
Pennsylvania
$368 +$61 +1 +20%
PS
641
Planning Strategies
Pennsylvania
$368 +$367 +6 New
TM
642
Torren Management
California
$307 – – –
SFCL
643
Strengthening Families & Communities LLC
Massachusetts
$307 +$306 +5 New
DF
644
Dunhill Financial
United Kingdom
$306 +$306 +5 New
HIA
645
Harbor Investment Advisory
Maryland
$246 – – –
QWM
646
Quaker Wealth Management
New Jersey
$246 – – –
PWA
647
Principia Wealth Advisory
Texas
$246 +$122 +2 +100%
VNA
648
Valley National Advisers
Pennsylvania
$246 +$245 +4 New
BMC
649
Bear Mountain Capital
Washington
$232 – – –
ACA
650
American Capital Advisory
Idaho
$185 -$122 -2 -40%