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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
401
Asset Dedication LLC
California
$568
SIC
402
SJS Investment Consulting
Ohio
$523 -$26.1K -1,029 -98%
BMC
403
Bear Mountain Capital
Washington
$487
SC
404
SouthState Corp
Florida
$478 -$508 -20 -49%
BIM
405
Breakwater Investment Management
Washington
$455 +$76 +3 +18%
CA
406
CoreCap Advisors
Michigan
$454 -$1.98K -78 -80%
UFF
407
USA Financial Formulas
Michigan
$454 +$76 +3 +18%
BFS
408
Bare Financial Services
Pennsylvania
$454 +$178 +7 +54%
NSIM
409
North Star Investment Management
Illinois
$454 +$508 +20 New
PWA
410
Physician Wealth Advisors
Utah
$432 +$51 +2 +12%
FFA
411
Frazier Financial Advisors
Ohio
$387 +$432 +17 New
Kayne Anderson Rudnick Investment Management
412
Kayne Anderson Rudnick Investment Management
California
$318
DZ Bank
413
DZ Bank
Germany
$317 -$120K -4,719 -100%
HIA
414
HFM Investment Advisors
New Jersey
$250 -$25 -1 -8%
VWM
415
Vermillion Wealth Management
Minnesota
$227 +$254 +10 New
QWM
416
Quaker Wealth Management
New Jersey
$114 -$152 -6 -55%
HC
417
Hurley Capital
New York
$114
RWM
418
Raffa Wealth Management
District of Columbia
$114 +$127 +5 New
RF
419
Robinswood Financial
Washington
$113
GSWM
420
Golden State Wealth Management
California
$91
3FI
421
3 Factor Indexing
California
$91 +$102 +4 New
WWM
422
Wolff Wiese Magana
California
$46
HFS
423
Hughes Financial Services
Virginia
$45 -$1.42K -56 -97%
CW
424
Curio Wealth
Maryland
$45 +$51 +2 New
SA
425
Seneschal Advisors
Washington
$23