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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
376
Bogart Wealth LLC
Virginia
$506 +$614 +44 New
CFD
377
Creative Financial Designs
Indiana
$472 -$279 -20 -33%
JWA
378
JFS Wealth Advisors
Pennsylvania
$464 +$237 +17 +74%
PMFA
379
Plante Moran Financial Advisors
Michigan
$460 +$558 +40 New
RWM
380
RMG Wealth Management
Wisconsin
$430 +$586 +42 New
CWM
381
Consultiva Wealth Management
Puerto Rico
$357 – – –
GIA
382
GHP Investment Advisors
Colorado
$345 – – –
SWM
383
SHP Wealth Management
Massachusetts
$311 +$377 +27 New
RF
384
Rossby Financial
Florida
$299 -$2.25K -161 -86%
AW
385
Ankerstar Wealth
Texas
$278 -$84 -6 -20%
CT
386
Clearstead Trust
Maine
$276 -$1.17K -84 -78%
FFO
387
Fortitude Family Office
Arizona
$242 – – –
HC
388
Hara Capital
Washington
$232 – – –
CH
389
Cromwell Holdings
Wyoming
$232 +$279 +20 New
CCMI
390
Creative Capital Management Investments
California
$230 +$279 +20 New
HNB
391
Huntington National Bank
Ohio
$219 -$16.6K -1,188 -98%
TF
392
Tompkins Financial
New York
$196 – – –
GWM
393
Gilpin Wealth Management
Colorado
$115 -$112 -8 -44%
FDCDDQ
394
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104 – – –
TAP
395
Tounjian Advisory Partners
Florida
$101 +$126 +9 New
AIM
396
Anchor Investment Management
South Carolina
$83 – – –
SMBT
397
Southern Michigan Bank & Trust
Michigan
$81 – – –
DCM
398
Davis Capital Management
Florida
$81 +$98 +7 New
AWM
399
Abound Wealth Management
Tennessee
$69 – – –
CT
400
Caldwell Trust
Florida
$58 -$70 -5 -50%