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