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Name Holding Trade Value Shares
Change
Change in
Stake
FDW
451
Fourth Dimension Wealth
Ohio
$2.34K
JWA
452
JFS Wealth Advisors
Pennsylvania
$2.23K +$1.45K +14 +200%
PWMG
453
Private Wealth Management Group
New Jersey
$1.91K
AWM
454
Activest Wealth Management
Florida
$1.8K +$1.76K +17 New
SS
455
Sunbelt Securities
Texas
$1.7K
BA
456
Bellwether Advisors
Nebraska
$1.59K
CT
457
Clearstead Trust
Maine
$1.59K +$1.55K +15 New
FWM
458
FSA Wealth Management
Massachusetts
$1.49K
SC
459
SouthState Corp
Florida
$1.49K +$1.45K +14 New
TFM
460
TFC Financial Management
Massachusetts
$1.06K
PMAM
461
Picton Mahoney Asset Management
Ontario, Canada
$1K
HFS
462
Hughes Financial Services
Virginia
$982 +$933 +9 New
Kayne Anderson Rudnick Investment Management
463
Kayne Anderson Rudnick Investment Management
California
$956 -$829 -8 -47%
SIC
464
SJS Investment Consulting
Ohio
$850 +$518 +5 +167%
HCP
465
Hexagon Capital Partners
Arkansas
$743
BHWM
466
Beaird Harris Wealth Management
Texas
$638
DPW
467
DiNuzzo Private Wealth
Pennsylvania
$638
MCM
468
MV Capital Management
Maryland
$638 +$311 +3 +100%
BFS
469
Bare Financial Services
Pennsylvania
$637 +$622 +6 New
CH
470
Cromwell Holdings
Wyoming
$637 +$622 +6 New
GFPC
471
Global Financial Private Client
Florida
$531 +$311 +3 +150%
CFO
472
CVA Family Office
Colorado
$531 +$518 +5 New
S
473
Sachetta
Massachusetts
$531 +$518 +5 New
WTFG
474
Wood Tarver Financial Group
Idaho
$425
HHGA
475
Halbert Hargrove Global Advisors
California
$425 +$415 +4 New