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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
576
Beaird Harris Wealth Management
Texas
$1.96K – – –
BFS
577
Bare Financial Services
Pennsylvania
$1.96K +$530 +2 +33%
IAS
578
IMA Advisory Services
Colorado
$1.96K +$2.12K +8 New
IWS
579
Intentional Wealth Strategies
Colorado
$1.96K +$2.12K +8 New
VWM
580
Vermillion Wealth Management
Minnesota
$1.96K +$2.12K +8 New
JFA
581
JNBA Financial Advisors
Minnesota
$1.72K – – –
CPG
582
Cornerstone Planning Group
New Jersey
$1.71K +$1.06K +4 +133%
SWM
583
SHP Wealth Management
Massachusetts
$1.58K +$794 +3 +100%
DPW
584
DiNuzzo Private Wealth
Pennsylvania
$1.47K – – –
AF
585
Advisornet Financial
Minnesota
$1.47K +$265 +1 +20%
HNW
586
High Note Wealth
Minnesota
$1.47K +$1.59K +6 New
BWA
587
Basecamp Wealth Advisors
Washington
$1.3K -$530 -2 -29%
TPWA
588
Twin Peaks Wealth Advisors
California
$1.23K +$1.32K +5 New
EP
589
Essential Partners
California
$980 – – –
HIA
590
HFM Investment Advisors
New Jersey
$980 +$265 +1 +33%
1CP
591
1015 Capital Partners
Pennsylvania
$980 +$530 +2 +100%
HWP
592
Highline Wealth Partners
California
$980 +$530 +2 +100%
CFM
593
Cornerstone Financial Management
Massachusetts
$980 +$1.06K +4 New
JWM
594
JPL Wealth Management
Colorado
$980 +$1.06K +4 New
RF
595
Roxbury Financial
New Jersey
$980 +$1.06K +4 New
BIM
596
Breakwater Investment Management
Washington
$735 – – –
MMCM
597
Murphy & Mullick Capital Management
New York
$735 – – –
ACA
598
American Capital Advisory
Idaho
$735 +$265 +1 +50%
QWM
599
Quaker Wealth Management
New Jersey
$735 +$265 +1 +50%
SEP
600
Signature Equity Partners
Ohio
$735 +$794 +3 New
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