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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
751
Valued Wealth Advisors
Utah
$890
FFO
752
Fortitude Family Office
Arizona
$821 -$761 -11 -48%
FNWA
753
Financial Network Wealth Advisors
Utah
$821
AF
754
Advisornet Financial
Minnesota
$821 +$830 +12 New
OWP
755
ORG Wealth Partners
Texas
$752
CW
756
Curio Wealth
Maryland
$696 +$692 +10 New
MLA
757
MB, Levis & Associates
Pennsylvania
$684
SC
758
Solstein Capital
California
$616 -$622 -9 -50%
HFS
759
Hughes Financial Services
Virginia
$616
GJIA
760
Glass Jacobson Investment Advisors
Maryland
$548
BHWM
761
Bay Harbor Wealth Management
Maryland
$547 +$207 +3 +60%
CFM
762
Cornerstone Financial Management
Massachusetts
$547 +$553 +8 New
DPW
763
DiNuzzo Private Wealth
Pennsylvania
$479 -$346 -5 -42%
KFI
764
Key Financial Inc
Pennsylvania
$479
AWA
765
Acumen Wealth Advisors
Tennessee
$479 +$484 +7 New
UFF
766
USA Financial Formulas
Michigan
$479 +$484 +7 New
PB
767
Prosperity Bancshares
Texas
$410 +$415 +6 New
DF
768
DecisionPoint Financial
Arizona
$342
QWM
769
Quaker Wealth Management
New Jersey
$342 +$138 +2 +67%
SN
770
Sittner & Nelson
Oregon
$330
DF
771
Dunhill Financial
United Kingdom
$303 -$138 -2 -33%
BMC
772
Bear Mountain Capital
Washington
$298
CJ
773
Caitlin John
Michigan
$274
1CP
774
1015 Capital Partners
Pennsylvania
$274 +$277 +4 New
WW
775
Winnow Wealth
Texas
$207 -$1.38K -20 -87%