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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
476
Bare Financial Services
Pennsylvania
$2.43K – – –
DWM
477
Dogwood Wealth Management
Kansas
$2.08K +$2.03K +12 New
SHIM
478
Stone House Investment Management
Pennsylvania
$1.91K +$169 +1 +10%
DPW
479
DiNuzzo Private Wealth
Pennsylvania
$1.56K – – –
BHWM
480
Bay Harbor Wealth Management
Maryland
$1.56K +$678 +4 +80%
TFA
481
Toth Financial Advisory
Virginia
$1.39K +$1.35K +8 New
TM
482
Torren Management
California
$1.24K -$109K -641 -99%
FFA
483
Frazier Financial Advisors
Ohio
$1.22K +$1.19K +7 New
TPWA
484
Twin Peaks Wealth Advisors
California
$1.22K +$1.19K +7 New
RWM
485
Rialto Wealth Management
New York
$1.04K +$169 +1 +20%
ZBNA
486
Zions Bancorporation, National Association
Utah
$1.04K +$1.02K +6 New
SFCL
487
Strengthening Families & Communities LLC
Massachusetts
$876 – – –
GFA
488
Godfrey Financial Associates
New York
$869 – – –
PWA
489
Physician Wealth Advisors
Utah
$869 – – –
First Command Advisory Services
490
First Command Advisory Services
Texas
$869 +$847 +5 New
RFS
491
Richardson Financial Services
Massachusetts
$869 +$847 +5 New
IPS
492
Investors Portfolio Services
Washington
$708 +$508 +3 New
EC
493
Elequin Capital
New York
$695 +$678 +4 New
BIA
494
Bell Investment Advisors
California
$522 +$508 +3 New
HIA
495
HFM Investment Advisors
New Jersey
$521 – – –
SWM
496
SHP Wealth Management
Massachusetts
$347 +$339 +2 New
CPG
497
Cornerstone Planning Group
New Jersey
$221 – – –
CW
498
Curio Wealth
Maryland
$174 +$169 +1 New
HFS
499
Hughes Financial Services
Virginia
$174 +$169 +1 New
RWM
500
Raffa Wealth Management
District of Columbia
$174 +$169 +1 New