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Name Holding Trade Value Shares
Change
Change in
Stake
OCWP
551
Owl Creek Wealth Partners
Colorado
$4.68K
VWM
552
Vermillion Wealth Management
Minnesota
$4.68K -$754 -4 -16%
TCOT
553
Trust Company of Toledo
Ohio
$4.68K
TAP
554
Tounjian Advisory Partners
Florida
$4.06K +$3.39K +18 New
CH
555
Cromwell Holdings
Wyoming
$4.01K +$1.51K +8 +80%
CI
556
CX Institutional
Indiana
$4K
HPC
557
HM Payson & Co
Maine
$3.79K
AFG
558
Albion Financial Group
Utah
$3.57K
B
559
Bayban
Minnesota
$3.12K
PWPS
560
Pinnacle Wealth Planning Services
Ohio
$2.9K +$377 +2 +18%
WB
561
Webster Bank
Connecticut
$2.68K
RWM
562
Raffa Wealth Management
District of Columbia
$2.68K +$188 +1 +9%
CFM
563
Cornerstone Financial Management
Massachusetts
$2.45K +$565 +3 +38%
RF
564
Rossby Financial
Florida
$2.45K +$1.89K +10 +1,000%
CCMI
565
Creative Capital Management Investments
California
$2.45K +$2.07K +11 New
MIM
566
Marshall Investment Management
Colorado
$2.45K +$2.07K +11 New
SFS
567
Sunrise Financial Services
Washington
$2.23K
PJC
568
Phillip James Consulting
Minnesota
$2.23K +$1.89K +10 New
BHWM
569
Bay Harbor Wealth Management
Maryland
$2.01K +$565 +3 +50%
CAL
570
Capital Advisors Ltd
Ohio
$2K
AW
571
Avion Wealth
Texas
$2K +$2.26K +12 New
HIA
572
HFM Investment Advisors
New Jersey
$1.56K +$942 +5 +250%
HFS
573
Hughes Financial Services
Virginia
$1.56K +$565 +3 +75%
PWMG
574
Prestige Wealth Management Group
New Jersey
$1.12K
QL
575
Quarry LP
New York
$1.11K -$120K -636 -99%