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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
726
Key Capital Management
Tennessee
$1.09K – – –
SFS
727
Sunrise Financial Services
Washington
$1.09K – – –
WTA
728
Washington Trust Advisors
Massachusetts
$1.09K +$1.14K +9 New
VWA
729
Valued Wealth Advisors
Utah
$969 – – –
RWM
730
Rialto Wealth Management
New York
$969 +$126 +1 +14%
NF
731
Napier Financial
Massachusetts
$968 +$1.01K +8 New
FNWA
732
Financial Network Wealth Advisors
Utah
$847 -$758 -6 -46%
HIA
733
HFM Investment Advisors
New Jersey
$847 +$253 +2 +40%
HFS
734
Hughes Financial Services
Virginia
$726 +$758 +6 New
WIM
735
Westside Investment Management
California
$605 – – –
NL
736
NVWM LLC
Pennsylvania
$605 +$632 +5 New
WA
737
Whipplewood Advisors
Colorado
$605 +$632 +5 New
QWM
738
Quaker Wealth Management
New Jersey
$485 +$379 +3 +300%
FMP
739
Financial Management Professionals
Texas
$484 – – –
IWS
740
Intentional Wealth Strategies
Colorado
$484 +$505 +4 New
PWA
741
Principia Wealth Advisory
Texas
$484 +$505 +4 New
VWM
742
Vermillion Wealth Management
Minnesota
$484 +$505 +4 New
IPS
743
Investors Portfolio Services
Washington
$417 – – –
SA
744
Seneschal Advisors
Washington
$364 +$126 +1 +50%
1CP
745
1015 Capital Partners
Pennsylvania
$363 -$379 -3 -50%
CTWM
746
Cherry Tree Wealth Management
Minnesota
$303 – – –
DF
747
Dunhill Financial
United Kingdom
$286 -$253 -2 -50%
SWA
748
SOA Wealth Advisors
New York
$257 – – –
DF
749
DecisionPoint Financial
Arizona
$243 – – –
TC
750
Trust Company
Kansas
$242 – – –