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Name Holding Trade Value Shares
Change
Change in
Stake
QWM
426
Quaker Wealth Management
New Jersey
$1.91K +$39 +1 +2%
PWA
427
Physician Wealth Advisors
Utah
$1.75K -$3.04K -78 -60%
FDW
428
Fourth Dimension Wealth
Ohio
$1.68K – – –
ME
429
McIlrath & Eck
Washington
$1.68K – – –
CMBA
430
C.M. Bidwell & Associates
Hawaii
$1.58K +$1.83K +47 New
RWM
431
Raffa Wealth Management
District of Columbia
$1.48K – – –
N
432
Natixis
France
$1.38K +$1.6K +41 New
SHIM
433
Stone House Investment Management
Pennsylvania
$1.31K -$1.52K -39 -50%
GBT
434
Grove Bank & Trust
Florida
$1.21K -$702 -18 -33%
SC
435
SouthState Corp
Florida
$1.18K -$39.8K -1,020 -97%
CWM
436
Consultiva Wealth Management
Puerto Rico
$1.04K – – –
HWM
437
Hemington Wealth Management
Virginia
$1K -$624 -16 -31%
OAJ
438
Ogorek Anthony Joseph
New York
$1K +$2.19K +56 New
BWL
439
Bogart Wealth LLC
Virginia
$975 +$1.13K +29 New
Kayne Anderson Rudnick Investment Management
440
Kayne Anderson Rudnick Investment Management
California
$967 – – –
SIS
441
Sound Income Strategies
Florida
$956 – – –
BGAI
442
Bruce G. Allen Investments
Colorado
$942 -$1.25K -32 -53%
KFP
443
Kerr Financial Planning
California
$912 +$2.65K +68 New
AssetMark Inc
444
AssetMark Inc
California
$841 -$3.63K -93 -79%
SAM
445
Smartleaf Asset Management
Massachusetts
$770 – – –
RF
446
Rossby Financial
Florida
$729 +$312 +8 +53%
HC
447
Hara Capital
Washington
$673 – – –
GA
448
Guerra Advisors
Florida
$673 +$780 +20 New
TF
449
Tompkins Financial
New York
$572 – – –
HWA
450
Heartwood Wealth Advisors
Virginia
$572 +$663 +17 New