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Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
651
Pinnacle Wealth Planning Services
Ohio
$5.66K +$5.68K +69 New
S
652
Sachetta
Massachusetts
$4.59K – – –
BWL
653
Bogart Wealth LLC
Virginia
$4.51K +$987 +12 +28%
DWM
654
Dogwood Wealth Management
Kansas
$4.34K +$3.95K +48 +960%
GWM
655
Geneos Wealth Management
Colorado
$4.18K -$6.83K -83 -62%
WWA
656
Wealth Watch Advisors
Colorado
$4.18K – – –
TM
657
Torren Management
California
$4.12K +$4.11K +50 New
PWA
658
Physician Wealth Advisors
Utah
$4.1K +$1.89K +23 +85%
AS
659
Altshuler Shaham
Israel
$4.02K -$82 -1 -2%
SS
660
Sunbelt Securities
Texas
$3.77K -$3.13K -38 -45%
FFO
661
Fortitude Family Office
Arizona
$3.69K +$411 +5 +13%
MA
662
MCF Advisors
Kentucky
$3.28K +$3.29K +40 New
SL
663
Salomon & Ludwin
Virginia
$3.17K -$1.48K -18 -32%
IAIM
664
International Assets Investment Management
Florida
$3.12K +$3.13K +38 New
GKIM
665
GW&K Investment Management
Massachusetts
$3K – – –
CWP
666
Concord Wealth Partners
Virginia
$2.79K – – –
RF
667
Rossby Financial
Florida
$2.62K +$1.32K +16 +100%
SIC
668
SJS Investment Consulting
Ohio
$2.54K +$1.15K +14 +82%
WB
669
Webster Bank
Connecticut
$2.38K – – –
DPW
670
DiNuzzo Private Wealth
Pennsylvania
$2.3K – – –
TFM
671
TFC Financial Management
Massachusetts
$2.3K – – –
HFS
672
Hughes Financial Services
Virginia
$2.05K -$165 -2 -7%
NWM
673
Navigoe Wealth Management
California
$2K – – –
CH
674
Cromwell Holdings
Wyoming
$1.97K – – –
RWM
675
Raffa Wealth Management
District of Columbia
$1.72K – – –
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