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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
651
Marquette Asset Management
Minnesota
$2.77K +$1.94K +19 New
RWS
652
Retirement Wealth Solutions
Wisconsin
$2.77K +$1.94K +19 New
SWM
653
Spire Wealth Management
Virginia
$2.62K +$102 +1 +6%
AWM
654
Abound Wealth Management
Tennessee
$2.48K – – –
PWA
655
Physician Wealth Advisors
Utah
$2.48K +$1.22K +12 +240%
DWM
656
Darwin Wealth Management
Florida
$2.48K – – –
BWL
657
Bogart Wealth LLC
Virginia
$2.19K +$611 +6 +67%
HWA
658
Heartwood Wealth Advisors
Virginia
$2.19K +$1.53K +15 New
DPW
659
DiNuzzo Private Wealth
Pennsylvania
$2.16K – – –
MFT
660
Moisand Fitzgerald Tamayo
Florida
$2.04K – – –
VNA
661
Valley National Advisers
Pennsylvania
$2K +$1.73K +17 New
CH
662
Cromwell Holdings
Wyoming
$1.75K – – –
W
663
WealthCollab
Washington
$1.75K +$1.22K +12 New
PWA
664
Principia Wealth Advisory
Texas
$1.6K -$102 -1 -8%
WA
665
WPG Advisers
Maryland
$1.6K – – –
BCH
666
Berkshire Capital Holdings
California
$1.46K – – –
RWM
667
Rialto Wealth Management
New York
$1.31K +$407 +4 +80%
BFS
668
Bare Financial Services
Pennsylvania
$1.31K – – –
CFO
669
CVA Family Office
Colorado
$1.31K – – –
BHWM
670
Bay Harbor Wealth Management
Maryland
$1.31K +$306 +3 +50%
EWP
671
Elevation Wealth Partners
California
$1.17K +$815 +8 New
MA
672
Montag & Associates
Georgia
$1.07K +$713 +7 New
HIA
673
HFM Investment Advisors
New Jersey
$1.02K – – –
CCC
674
Chelsea Counsel Company
California
$1.02K +$713 +7 New
CPG
675
Cornerstone Planning Group
New Jersey
$945 +$102 +1 +25%