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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
326
Plante Moran Financial Advisors
Michigan
$1.55K +$1.05K +21 New
CPG
327
Cornerstone Planning Group
New Jersey
$1.49K – – –
TCM
328
Triumph Capital Management
Colorado
$1.48K – – –
TCM
329
TD Capital Management
Tennessee
$1.03K – – –
RWM
330
Rialto Wealth Management
New York
$1.03K +$700 +14 New
C
331
Covestor
United Kingdom
$1K +$250 +5 +83%
ZBNA
332
Zions Bancorporation, National Association
Utah
$887 – – –
RWM
333
Raffa Wealth Management
District of Columbia
$887 +$600 +12 New
JWA
334
JFS Wealth Advisors
Pennsylvania
$592 +$400 +8 New
SIC
335
SJS Investment Consulting
Ohio
$592 +$400 +8 New
AW
336
Ankerstar Wealth
Texas
$591 – – –
IWM
337
IMG Wealth Management
Florida
$591 +$400 +8 New
GWM
338
Gilpin Wealth Management
Colorado
$518 – – –
BFS
339
Bare Financial Services
Pennsylvania
$517 +$350 +7 New
Walleye Capital
340
Walleye Capital
New York
$443 +$300 +6 New
SWM
341
SHP Wealth Management
Massachusetts
$370 +$250 +5 New
AWM
342
Abound Wealth Management
Tennessee
$296 – – –
SEP
343
Signature Equity Partners
Ohio
$296 – – –
DCM
344
Davis Capital Management
Florida
$222 +$150 +3 New
HFS
345
Hughes Financial Services
Virginia
$74 +$50 +1 New
PWA
346
Physician Wealth Advisors
Utah
$74 +$50 +1 New
MFP
347
Meramec Financial Planners
Missouri
$48 – – –
CA
348
CSM Advisors
Pennsylvania
– -$8.39M -274,136 Closed
Voloridge Investment Management
349
Voloridge Investment Management
Florida
– -$4.54M -148,261 Closed
ACM
350
Azarias Capital Management
Pennsylvania
– -$1.82M -59,559 Closed