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Name Holding Trade Value Shares
Change
Change in
Stake
CW
751
Curio Wealth
Maryland
$779 +$728 +9 +900%
AUB
752
Atlantic Union Bankshares
Virginia
$779 +$809 +10 New
RWM
753
Rialto Wealth Management
New York
$779 +$809 +10 New
TIM
754
Tortoise Investment Management
New York
$701 +$728 +9 New
HFS
755
Hughes Financial Services
Virginia
$676 -$1.05K -13 -59%
GJIA
756
Glass Jacobson Investment Advisors
Maryland
$624
SIS
757
Sound Income Strategies
Florida
$623
PS
758
PayPay Securities
Japan
$623 +$81 +1 +14%
ACA
759
American Capital Advisory
Idaho
$546 +$566 +7 New
KFI
760
Key Financial Inc
Pennsylvania
$545
SN
761
Sittner & Nelson
Oregon
$545
DF
762
DecisionPoint Financial
Arizona
$542 +$566 +7 New
AF
763
Advisornet Financial
Minnesota
$467 +$162 +2 +50%
DF
764
Dunhill Financial
United Kingdom
$457 +$404 +5 New
BMC
765
Bear Mountain Capital
Washington
$397
HIA
766
HFM Investment Advisors
New Jersey
$389 +$243 +3 +150%
PWM
767
Parkworth Wealth Management
California
$389 +$243 +3 +150%
CA
768
Crewe Advisors
Utah
$312
MCM
769
Manchester Capital Management
Vermont
$312
SC
770
Stephens Consulting
Michigan
$234 -$15.9K -197 -99%
EPIM
771
Evelyn Partners Investment Management
$234
QWM
772
Quaker Wealth Management
New Jersey
$234 +$243 +3 New
BHWM
773
Bay Harbor Wealth Management
Maryland
$233 +$81 +1 +50%
HC
774
Hurley Capital
New York
$156 -$4.04K -50 -96%
PWAM
775
Private Wealth Asset Management
Iowa
$156