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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
651
Capital Advisors Ltd
Ohio
$7K +$332 +1 +5%
AW
652
Avion Wealth
Texas
$7K +$664 +2 +10%
HWP
653
Highline Wealth Partners
California
$6.67K +$2.66K +8 +67%
SFS
654
Sunrise Financial Services
Washington
$6.33K
CCMI
655
Creative Capital Management Investments
California
$6.33K +$6.31K +19 New
RF
656
Rossby Financial
Florida
$6K -$1.99K -6 -25%
LFA
657
LGT Financial Advisors
Texas
$6K
BCWM
658
Bartlett & Co Wealth Management
Ohio
$6K +$1.66K +5 +38%
BHWM
659
Bay Harbor Wealth Management
Maryland
$6K +$1.99K +6 +50%
PWMG
660
Private Wealth Management Group
New Jersey
$5.67K
VNA
661
Valley National Advisers
Pennsylvania
$5.67K
RWM
662
Rialto Wealth Management
New York
$5.33K +$664 +2 +14%
BGAI
663
Bruce G. Allen Investments
Colorado
$5.33K
EWM
664
Evolution Wealth Management
Florida
$5.33K
MAM
665
Meeder Asset Management
Ohio
$5.33K +$664 +2 +14%
RWM
666
RMG Wealth Management
Wisconsin
$5.33K
TM
667
Torren Management
California
$5K
SSG
668
Summit Securities Group
New York
$5K +$996 +3 +25%
PWA
669
Provenance Wealth Advisors
Florida
$5K +$2.33K +7 +88%
RBI
670
Raiffeisen Bank International
Austria
$4.7K -$11K -33 -70%
PWMG
671
Prestige Wealth Management Group
New Jersey
$4.67K
JWM
672
JPL Wealth Management
Colorado
$4.33K +$2.66K +8 +160%
NSIM
673
North Star Investment Management
Illinois
$4.33K -$996 -3 -19%
DPW
674
DiNuzzo Private Wealth
Pennsylvania
$4.33K
RWM
675
Raffa Wealth Management
District of Columbia
$4.33K +$996 +3 +30%