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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
926
Bare Financial Services
Pennsylvania
$2.17K +$2.16K +10 New
KWM
927
Kiker Wealth Management
Georgia
$2.17K +$2.16K +10 New
DWM
928
Dogwood Wealth Management
Kansas
$1.95K +$1.95K +9 New
PWMG
929
Prestige Wealth Management Group
New Jersey
$1.74K – – –
MA
930
Montag & Associates
Georgia
$1.43K -$216 -1 -13%
NL
931
NVWM LLC
Pennsylvania
$1.09K – – –
GP
932
Greenline Partners
New York
$1.09K +$1.08K +5 New
BHWM
933
Bay Harbor Wealth Management
Maryland
$1.08K +$1.08K +5 New
AW
934
Avion Wealth
Texas
$1K – – –
SO
935
Sierra Ocean
California
$875 – – –
BWL
936
Bogart Wealth LLC
Virginia
$869 – – –
PWM
937
Parkworth Wealth Management
California
$869 – – –
SFCL
938
Strengthening Families & Communities LLC
Massachusetts
$869 – – –
HFS
939
Horizon Financial Services
North Carolina
$869 +$865 +4 New
RWM
940
Rialto Wealth Management
New York
$869 +$865 +4 New
PWA
941
Principia Wealth Advisory
Texas
$771 +$216 +1 +33%
CTWM
942
Cherry Tree Wealth Management
Minnesota
$760 – – –
WTFG
943
Wood Tarver Financial Group
Idaho
$652 – – –
WCM
944
WealthTrak Capital Management
Virginia
$652 +$216 +1 +50%
HIA
945
HFM Investment Advisors
New Jersey
$652 +$648 +3 New
WA
946
WestEnd Advisors
North Carolina
$651 +$432 +2 +200%
GA
947
GoalVest Advisory
New York
$651 +$648 +3 New
PEAK6
948
PEAK6
Illinois
$602 +$648 +3 New
CA
949
Crewe Advisors
Utah
$435 – – –
RPA
950
Redwood Park Advisors
California
$435 – – –