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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
Abound Wealth Management
Tennessee
$2.63K – – –
DPW
802
DiNuzzo Private Wealth
Pennsylvania
$2.34K +$59 +1 +2%
WPA
803
Wealth Preservation Advisors
Tennessee
$2.19K +$2.35K +40 New
RWM
804
Raffa Wealth Management
District of Columbia
$2.12K – – –
FMP
805
Financial Management Professionals
Texas
$2.05K – – –
FFO
806
Fortitude Family Office
Arizona
$2.05K – – –
Penserra Capital Management
807
Penserra Capital Management
California
$2K -$68.5K -1,166 -97%
KA
808
Kozak & Associates
Colorado
$1.99K – – –
CT
809
Coastline Trust
Rhode Island
$1.83K – – –
PWA
810
Provenance Wealth Advisors
Florida
$1.83K – – –
WCM
811
WealthTrak Capital Management
Virginia
$1.83K +$1.17K +20 +154%
TIM
812
Tortoise Investment Management
New York
$1.68K – – –
CPG
813
Cornerstone Planning Group
New Jersey
$1.61K -$15.7K -267 -89%
RCM
814
Raleigh Capital Management
North Carolina
$1.46K -$10.6K -181 -87%
BONH
815
Bank of New Hampshire
New Hampshire
$1.46K – – –
CFS
816
CGC Financial Services
Oregon
$1.46K – – –
RWM
817
Rialto Wealth Management
New York
$1.39K +$1.47K +25 New
CWP
818
Clark Wealth Partners
Illinois
$1.32K – – –
SIM
819
Synergy Investment Management
Florida
$1.32K – – –
FNWA
820
Financial Network Wealth Advisors
Utah
$1.32K +$1.41K +24 New
SC
821
Stephens Consulting
Michigan
$952 – – –
VWM
822
Valley Wealth Managers
New Jersey
$951 – – –
WA
823
WPG Advisers
Maryland
$878 – – –
TCA
824
Trifecta Capital Advisors
Illinois
$805 – – –
AT
825
Arlington Trust
Alabama
$732 – – –