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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
826
CBIZ Investment Advisory Services
Ohio
$1.28K -$1.26K -5 -50%
PWA
827
Principia Wealth Advisory
Texas
$1.28K -$251 -1 -17%
CAC
828
Core Alternative Capital
Georgia
$1.28K
RWM
829
Rialto Wealth Management
New York
$1.28K +$251 +1 +25%
FC
830
Financial Consulate
Maryland
$1.28K +$1.26K +5 New
GA
831
Guerra Advisors
Florida
$1.28K +$1.26K +5 New
DWM
832
Dogwood Wealth Management
Kansas
$1.03K -$503 -2 -33%
FMP
833
Financial Management Professionals
Texas
$1.03K +$1K +4 New
WWA
834
Wealth Watch Advisors
Colorado
$1.03K +$1K +4 New
CAL
835
Capital Analysts LLC
Pennsylvania
$1K
HFS
836
Hughes Financial Services
Virginia
$835 +$503 +2 +100%
TIM
837
Tortoise Investment Management
New York
$770 -$503 -2 -40%
HIA
838
HFM Investment Advisors
New Jersey
$770
LCM
839
Logan Capital Management
Pennsylvania
$770
QWM
840
Quaker Wealth Management
New Jersey
$770
VWA
841
Valued Wealth Advisors
Utah
$770
RS
842
Rakuten Securities
Japan
$770 +$503 +2 +200%
RWS
843
Retirement Wealth Solutions
Wisconsin
$770 +$754 +3 New
TCB
844
Texas Capital Bancshares
Texas
$770 +$754 +3 New
ACA
845
American Capital Advisory
Idaho
$539 +$251 +1 +100%
SIS
846
Strategic Investment Solutions
Illinois
$527
BHWM
847
Beaird Harris Wealth Management
Texas
$514
RPA
848
Redwood Park Advisors
California
$514
BIM
849
Breakwater Investment Management
Washington
$514 +$503 +2 New
GFWA
850
Grey Fox Wealth Advisors
Delaware
$513 +$503 +2 New