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Name Holding Trade Value Shares
Change
Change in
Stake
OCWP
526
Owl Creek Wealth Partners
Colorado
$3.59K +$4.03K +21 New
JWM
527
JPL Wealth Management
Colorado
$3.42K +$3.84K +20 New
EC
528
Elequin Capital
New York
$3.08K +$3.46K +18 New
TPWA
529
Twin Peaks Wealth Advisors
California
$3.08K +$3.46K +18 New
CI
530
CX Institutional
Indiana
$3K +$3.07K +16 New
HPC
531
HM Payson & Co
Maine
$2.91K
AFG
532
Albion Financial Group
Utah
$2.74K +$1.73K +9 +129%
SIS
533
Sound Income Strategies
Florida
$2.59K
B
534
Bayban
Minnesota
$2.39K +$2.69K +14 New
WB
535
Webster Bank
Connecticut
$2.05K
CAL
536
Capital Advisors Ltd
Ohio
$2K
RWM
537
Raffa Wealth Management
District of Columbia
$1.88K
PWPS
538
Pinnacle Wealth Planning Services
Ohio
$1.88K +$384 +2 +22%
CH
539
Cromwell Holdings
Wyoming
$1.71K
SFS
540
Sunrise Financial Services
Washington
$1.71K
WA
541
Whipplewood Advisors
Colorado
$1.71K +$1.92K +10 New
RWM
542
Rialto Wealth Management
New York
$1.54K +$192 +1 +13%
CIAM
543
Caitong International Asset Management
Hong Kong
$1.54K +$1.73K +9 New
CFM
544
Cornerstone Financial Management
Massachusetts
$1.37K +$576 +3 +60%
TFA
545
Transamerica Financial Advisors
Florida
$1.2K -$1.34K -7 -50%
BHWM
546
Bay Harbor Wealth Management
Maryland
$1.03K +$384 +2 +50%
SWM
547
SHP Wealth Management
Massachusetts
$1.03K +$1.15K +6 New
ZBNA
548
Zions Bancorporation, National Association
Utah
$1.03K +$1.15K +6 New
PWMG
549
Prestige Wealth Management Group
New Jersey
$855
FMP
550
Financial Management Professionals
Texas
$684