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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
476
CVA Family Office
Colorado
$519 +$563 +11 New
WCM
477
WealthTrak Capital Management
Virginia
$472 +$512 +10 New
CPG
478
Cornerstone Planning Group
New Jersey
$366 +$410 +8 New
CAC
479
Core Alternative Capital
Georgia
$330 – – –
Washington Trust
480
Washington Trust
Rhode Island
$330 – – –
AWM
481
Abound Wealth Management
Tennessee
$284 -$154 -3 -33%
SWIM
482
Smallwood Wealth Investment Management
New Jersey
$283 +$307 +6 New
DPW
483
DiNuzzo Private Wealth
Pennsylvania
$236 – – –
HWA
484
HHM Wealth Advisors
Tennessee
$189 – – –
PA
485
Pineridge Advisors
Missouri
$189 – – –
PWMG
486
Prestige Wealth Management Group
New Jersey
$189 – – –
DCP
487
Distillate Capital Partners
Illinois
$189 +$102 +2 +100%
GFPC
488
Global Financial Private Client
Florida
$189 +$102 +2 +100%
FAM
489
Flaharty Asset Management
Florida
$189 +$205 +4 New
WW
490
Winnow Wealth
Texas
$167 +$51 +1 +33%
SIC
491
SJS Investment Consulting
Ohio
$142 -$102 -2 -40%
RWM
492
Rialto Wealth Management
New York
$142 – – –
MCM
493
Manchester Capital Management
Vermont
$95 – – –
GSWM
494
Golden State Wealth Management
California
$94 – – –
TIM
495
Tortoise Investment Management
New York
$94 – – –
EWP
496
Elevation Wealth Partners
California
$51 – – –
MCM
497
MV Capital Management
Maryland
$48 -$615 -12 -92%
HIA
498
HFM Investment Advisors
New Jersey
$48 +$51 +1 New
RS
499
Rakuten Securities
Japan
$47 -$512 -10 -91%
GI
500
GS Investments
Minnesota
$47 – – –