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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
526
High Note Wealth
Minnesota
$1.87K -$1.94K -27 -54%
DPW
527
DiNuzzo Private Wealth
Pennsylvania
$1.87K +$72 +1 +5%
HFS
528
Hughes Financial Services
Virginia
$1.51K
SWM
529
Spire Wealth Management
Virginia
$1.38K -$2.51K -35 -67%
AWM
530
Abound Wealth Management
Tennessee
$1.38K
DWM
531
Darwin Wealth Management
Florida
$1.38K -$12.7K -177 -91%
CIA
532
Cape Investment Advisory
Georgia
$1.14K -$14.3K -200 -93%
MFT
533
Moisand Fitzgerald Tamayo
Florida
$1.14K
SIC
534
SJS Investment Consulting
Ohio
$976 -$789 -11 -48%
CH
535
Cromwell Holdings
Wyoming
$976
PWA
536
Principia Wealth Advisory
Texas
$976 +$287 +4 +50%
WA
537
WPG Advisers
Maryland
$895
TWD
538
True Wealth Design
Ohio
$895 +$502 +7 +175%
BCH
539
Berkshire Capital Holdings
California
$813
BFS
540
Bare Financial Services
Pennsylvania
$732
BWL
541
Bogart Wealth LLC
Virginia
$732 +$646 +9 New
CFO
542
CVA Family Office
Colorado
$732 +$646 +9 New
ACA
543
American Capital Advisory
Idaho
$570 +$502 +7 New
RS
544
Rakuten Securities
Japan
$569 -$1.65K -23 -77%
HIA
545
HFM Investment Advisors
New Jersey
$569 +$359 +5 +250%
BHWM
546
Bay Harbor Wealth Management
Maryland
$487 +$287 +4 +200%
PWA
547
Physician Wealth Advisors
Utah
$407 -$4.95K -69 -93%
BF
548
BOK Financial
Oklahoma
$407
KWM
549
Kiker Wealth Management
Georgia
$407
MA
550
MCF Advisors
Kentucky
$407