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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
826
Dogwood Wealth Management
Kansas
$4.17K +$1.64K +18 +69%
KG
827
Kilter Group
New York
$4.13K +$4.11K +45 New
HFS
828
Hughes Financial Services
Virginia
$3.81K +$3.1K +34 +680%
MAFA
829
MJT & Associates Financial Advisory
Minnesota
$3.76K – – –
RWM
830
Rialto Wealth Management
New York
$3.67K +$3.65K +40 New
BLC
831
Brown, Lisle/Cummings
Rhode Island
$3.31K – – –
DPW
832
DiNuzzo Private Wealth
Pennsylvania
$3.31K +$730 +8 +29%
CI
833
CX Institutional
Indiana
$3K – – –
CFD
834
Creative Financial Designs
Indiana
$2.66K -$3.28K -36 -55%
PWA
835
Provenance Wealth Advisors
Florida
$2.66K – – –
TIM
836
Tortoise Investment Management
New York
$2.39K +$2.37K +26 New
PWA
837
Principia Wealth Advisory
Texas
$2.2K – – –
SIC
838
SJS Investment Consulting
Ohio
$2.02K -$1K -11 -33%
FCAS
839
First Command Advisory Services
Texas
$1.84K -$547 -6 -23%
IAG
840
Innovative Advisory Group
Massachusetts
$1.84K – – –
SJIM
841
St. Johns Investment Management
Florida
$1.84K – – –
BFS
842
Bare Financial Services
Pennsylvania
$1.65K -$182 -2 -10%
HIA
843
HFM Investment Advisors
New Jersey
$1.47K +$1K +11 +220%
MWA
844
Medallion Wealth Advisors
Connecticut
$1.4K – – –
SWIM
845
Smallwood Wealth Investment Management
New Jersey
$1.38K +$1.37K +15 New
W
846
WealthCollab
Washington
$1.38K +$1.37K +15 New
NWM
847
Nova Wealth Management
Florida
$1.26K +$1.28K +14 New
TCM
848
TD Capital Management
Tennessee
$1.19K – – –
BHWM
849
Bay Harbor Wealth Management
Maryland
$1.19K +$730 +8 +160%
PWM
850
Parkworth Wealth Management
California
$1.19K +$821 +9 +225%