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Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
676
Quest 10 Wealth Builders
Virginia
$3.93K +$631 +8 +18%
PWPS
677
Pinnacle Wealth Planning Services
Ohio
$3.55K -$3.31K -42 -47%
S
678
Sachetta
Massachusetts
$3.4K -$1.42K -18 -29%
BWL
679
Bogart Wealth LLC
Virginia
$3.25K -$868 -11 -20%
FCAS
680
First Command Advisory Services
Texas
$3.02K +$316 +4 +11%
AW
681
Avion Wealth
Texas
$3K +$2.29K +29 +138%
KCM
682
Key Capital Management
Tennessee
$2.95K +$2.37K +30 +333%
CCMI
683
Creative Capital Management Investments
California
$2.72K +$2.84K +36 New
CWP
684
Concord Wealth Partners
Virginia
$2.57K +$2.68K +34 New
TM
685
Torren Management
California
$2.53K – – –
ZBNA
686
Zions Bancorporation, National Association
Utah
$2.27K -$237 -3 -9%
CT
687
Colonial Trust
South Carolina
$2.12K +$789 +10 +56%
TFM
688
TFC Financial Management
Massachusetts
$2.12K – – –
SWM
689
SHP Wealth Management
Massachusetts
$2.12K +$789 +10 +56%
DPW
690
DiNuzzo Private Wealth
Pennsylvania
$2.04K -$79 -1 -4%
NWM
691
Navigoe Wealth Management
California
$2K +$158 +2 +6%
HFS
692
Hughes Financial Services
Virginia
$1.97K – – –
CH
693
Cromwell Holdings
Wyoming
$1.97K +$158 +2 +8%
ADL
694
Asset Dedication LLC
California
$1.74K -$36.9K -468 -95%
DF
695
Dunhill Financial
United Kingdom
$1.66K -$237 -3 -12%
BHWM
696
Bay Harbor Wealth Management
Maryland
$1.66K – – –
RWM
697
Raffa Wealth Management
District of Columbia
$1.59K -$79 -1 -5%
CIAS
698
CBIZ Investment Advisory Services
Ohio
$1.52K – – –
CA
699
Continuum Advisory
Idaho
$1.36K +$1.42K +18 New
TCM
700
TD Capital Management
Tennessee
$1.32K – – –
26 27
28
29 30