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Name Holding Trade Value Shares
Change
Change in
Stake
CH
451
Cromwell Holdings
Wyoming
$1.21K +$958 +14 New
SIC
452
SJS Investment Consulting
Ohio
$1.12K -$342 -5 -28%
HFM
453
Harvest Fund Management
China
$1K – – –
BIA
454
Bell Investment Advisors
California
$950 +$753 +11 New
SC
455
SouthState Corp
Florida
$950 +$753 +11 New
DF
456
DecisionPoint Financial
Arizona
$923 +$753 +11 New
EWA
457
EQ Wealth Advisors
Texas
$863 – – –
RFS
458
Richardson Financial Services
Massachusetts
$863 – – –
PWM
459
Parkworth Wealth Management
California
$863 +$411 +6 +150%
HIA
460
HFM Investment Advisors
New Jersey
$691 +$342 +5 +167%
OP
461
ORG Partners
Indiana
$671 +$548 +8 New
RWM
462
Rialto Wealth Management
New York
$519 +$411 +6 New
GC
463
Garde Capital
Washington
$432 – – –
BHWM
464
Bay Harbor Wealth Management
Maryland
$431 +$68 +1 +25%
AF
465
Advisornet Financial
Minnesota
$345 +$274 +4 New
PWA
466
Principia Wealth Advisory
Texas
$345 +$274 +4 New
VWA
467
Valued Wealth Advisors
Utah
$260 – – –
ACA
468
American Capital Advisory
Idaho
$260 +$205 +3 New
EP
469
Essential Partners
California
$259 +$205 +3 New
NC
470
NewSquare Capital
Pennsylvania
$173 +$137 +2 New
MCM
471
MV Capital Management
Maryland
$87 -$68 -1 -50%
SC
472
Stephens Consulting
Michigan
$87 +$68 +1 New
RJA
473
Ross\Johnson & Associates
Minnesota
$86 – – –
FGP
474
Freestone Grove Partners
California
– -$28.3M -543,915 Closed
BCIM
475
British Columbia Investment Management
British Columbia, Canada
– -$18.7M -358,992 Closed