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Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
376
Legacy Wealth Management (Idaho)
Idaho
$1.13K – – –
IAS
377
IMA Advisory Services
Colorado
$1.08K +$1.16K +262 New
MFT
378
Moisand Fitzgerald Tamayo
Florida
$1.03K – – –
RWM
379
Rialto Wealth Management
New York
$944 +$456 +103 +82%
TD Private Client Wealth
380
TD Private Client Wealth
New York
$894 +$960 +217 New
CH
381
Cromwell Holdings
Wyoming
$845 +$907 +205 New
CPG
382
Cornerstone Planning Group
New Jersey
$836 +$566 +128 New
WA
383
WPG Advisers
Maryland
$824 – – –
PMFA
384
Plante Moran Financial Advisors
Michigan
$824 +$885 +200 New
MAM
385
Marquette Asset Management
Minnesota
$684 +$734 +166 New
UMB Bank
386
UMB Bank
Missouri
$663 +$712 +161 New
PWA
387
Principia Wealth Advisory
Texas
$655 +$703 +159 New
TM
388
Torren Management
California
$606 -$13K -2,934 -95%
LI
389
LRI Investments
Florida
$593 – – –
MCM
390
MV Capital Management
Maryland
$577 -$124 -28 -17%
BIA
391
Bell Investment Advisors
California
$540 – – –
DFC
392
DB Fitzpatrick & Co
Idaho
$536 – – –
MassMutual Private Wealth & Trust
393
MassMutual Private Wealth & Trust
Connecticut
$536 +$575 +130 New
OCWP
394
Owl Creek Wealth Partners
Colorado
$536 +$575 +130 New
FFO
395
Fortitude Family Office
Arizona
$494 – – –
CFO
396
CVA Family Office
Colorado
$461 – – –
SIC
397
SJS Investment Consulting
Ohio
$429 – – –
ACM
398
Anfield Capital Management
California
$412 – – –
FC
399
Financial Consulate
Maryland
$412 – – –
SA
400
Scarborough Advisors
Maryland
$412 – – –