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Name Holding Trade Value Shares
Change
Change in
Stake
APFP
301
Action Point Financial Planning
Michigan
$4.24K +$4.45K +46 New
BIA
302
Bell Investment Advisors
California
$4.14K
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$4.14K -$10.2K -106 -72%
AssetMark Inc
304
AssetMark Inc
California
$3.55K -$870 -9 -20%
TPCW
305
TD Private Client Wealth
New York
$3.45K +$3.38K +35 New
FFO
306
Fortitude Family Office
Arizona
$3.35K +$1.64K +17 +100%
WA
307
WPG Advisers
Maryland
$2.86K
BGAI
308
Bruce G. Allen Investments
Colorado
$2.37K +$193 +2 +9%
KFAS
309
Keating Financial Advisory Services
Kansas
$2.27K +$1.55K +16 +229%
SIC
310
SJS Investment Consulting
Ohio
$2.07K +$483 +5 +31%
HI
311
Harbour Investments
Wisconsin
$1.58K -$193 -2 -11%
RF
312
Rossby Financial
Florida
$1.58K -$193 -2 -11%
JWM
313
JPL Wealth Management
Colorado
$1.48K +$1.45K +15 New
AFC
314
Ares Financial Consulting
California
$1.48K
CH
315
Cromwell Holdings
Wyoming
$1.48K +$580 +6 +67%
CTC
316
Central Trust Company
Missouri
$1.38K -$290 -3 -18%
PWA
317
Physician Wealth Advisors
Utah
$1.38K
SGFG
318
Silver Grove Financial Group
New York
$1.19K +$1.16K +12 New
DPW
319
DiNuzzo Private Wealth
Pennsylvania
$1.18K -$97 -1 -8%
RWM
320
Rialto Wealth Management
New York
$1.08K +$193 +2 +22%
GKIM
321
GW&K Investment Management
Massachusetts
$1K +$676 +7 New
PTC
322
Private Trust Company
Ohio
$986
ACA
323
American Capital Advisory
Idaho
$888 +$386 +4 +80%
HIA
324
HFM Investment Advisors
New Jersey
$888 +$580 +6 +200%
CCMI
325
Creative Capital Management Investments
California
$888 +$870 +9 New