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Name Holding Trade Value Shares
Change
Change in
Stake
CFM
1226
Cornerstone Financial Management
Massachusetts
$4.83K
WETS
1227
Wealth Enhancement Trust Services
South Dakota
$4.83K
WSFS
1228
Wilmington Savings Fund Society
Delaware
$4.83K +$1.71K +17 +65%
BFS
1229
Bare Financial Services
Pennsylvania
$4.49K
LWM
1230
Lodestone Wealth Management
Washington
$4.49K
DPW
1231
DiNuzzo Private Wealth
Pennsylvania
$4.04K
PCM
1232
Penserra Capital Management
California
$4K
HWP
1233
Highline Wealth Partners
California
$3.82K +$402 +4 +13%
CWP
1234
Clark Wealth Partners
Illinois
$3.71K
HFS
1235
Hughes Financial Services
Virginia
$3.6K
EWM
1236
Evolution Wealth Management
Florida
$3.6K +$3.22K +32 New
MSG
1237
Main Street Group
Virginia
$3.6K +$3.22K +32 New
SWIM
1238
Smallwood Wealth Investment Management
New Jersey
$3.48K
UCB
1239
United Community Bank
South Carolina
$3.37K -$24.3K -242 -89%
CWM
1240
Copia Wealth Management
Oregon
$3.37K
PWA
1241
Portus Wealth Advisors
North Carolina
$3.37K +$3.02K +30 New
SC
1242
Swan Capital
Florida
$3.37K +$3.02K +30 New
IAS
1243
IMA Advisory Services
Colorado
$3.26K +$704 +7 +32%
HNW
1244
High Note Wealth
Minnesota
$3.26K +$2.01K +20 +222%
TFM
1245
TFC Financial Management
Massachusetts
$3.15K
MA
1246
MCF Advisors
Kentucky
$2.92K +$2.62K +26 New
UFPG
1247
United Financial Planning Group
New York
$2.92K +$2.62K +26 New
AEPWM
1248
Atlantic Edge Private Wealth Management
Florida
$2.81K +$2.52K +25 New
PUI
1249
Purpose Unlimited Inc
$2.81K -$5.13K -51 -67%
WA
1250
WPG Advisers
Maryland
$2.58K