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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
526
Raffa Wealth Management
District of Columbia
$1.18K – – –
CPG
527
Cornerstone Planning Group
New Jersey
$1.06K – – –
PWAM
528
Private Wealth Asset Management
Iowa
$1.06K – – –
SWM
529
SHP Wealth Management
Massachusetts
$1.05K +$1.17K +211 New
JWA
530
JFS Wealth Advisors
Pennsylvania
$1.04K – – –
FNWA
531
Financial Network Wealth Advisors
Utah
$1.02K – – –
TWD
532
True Wealth Design
Ohio
$1.01K +$359 +65 +47%
TCM
533
Tradewinds Capital Management
Washington
$998 – – –
CFM
534
Cornerstone Financial Management
Massachusetts
$948 +$1.05K +190 New
AFG
535
Albion Financial Group
Utah
$939 – – –
IBOK
536
Independence Bank of Kentucky
Kentucky
$858 +$950 +172 New
Clearstead Advisors
537
Clearstead Advisors
Ohio
$809 +$895 +162 New
PWA
538
Principia Wealth Advisory
Texas
$788 +$44 +8 +5%
PFBT
539
Parkside Financial Bank & Trust
Missouri
$769 – – –
HWP
540
Highline Wealth Partners
California
$753 – – –
SIS
541
Sound Income Strategies
Florida
$648 +$818 +148 New
SN
542
Sittner & Nelson
Oregon
$628 – – –
BBPWM
543
Blue Bell Private Wealth Management
Pennsylvania
$524 – – –
TD Private Client Wealth
544
TD Private Client Wealth
New York
$364 -$61.2K -11,075 -99%
DJSG
545
D.J. St. Germain
Massachusetts
$339 – – –
IRC
546
Investors Research Corp
Georgia
$250 – – –
AWM
547
Abound Wealth Management
Tennessee
$205 +$72 +13 +46%
CIBC Private Wealth Group
548
CIBC Private Wealth Group
Georgia
$165 +$182 +33 New
TFA
549
Transamerica Financial Advisors
Florida
$125 -$1.16K -209 -89%
TC
550
Truvestments Capital
Florida
$120 – – –