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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
351
D.J. St. Germain
Massachusetts
$594
EP
352
Essential Partners
California
$515 -$1.18K -184 -70%
CWM
353
Cranbrook Wealth Management
Michigan
$502
CFD
354
Creative Financial Designs
Indiana
$429
EWM
355
Evermay Wealth Management
Virginia
$396 +$386 +60 New
PWA
356
Physician Wealth Advisors
Utah
$390 +$380 +59 New
BIA
357
Bell Investment Advisors
California
$377 -$354 -55 -49%
CFO
358
CVA Family Office
Colorado
$376 -$1.95K -303 -84%
CCMI
359
Creative Capital Management Investments
California
$337 +$328 +51 New
SC
360
Swan Capital
Florida
$330
TAP
361
Tounjian Advisory Partners
Florida
$205 +$199 +31 New
RWM
362
Raffa Wealth Management
District of Columbia
$198 -$26 -4 -12%
BHWM
363
Bay Harbor Wealth Management
Maryland
$125 -$13 -2 -10%
PWPS
364
Pinnacle Wealth Planning Services
Ohio
$99 -$405 -63 -81%
EWP
365
Elevation Wealth Partners
California
$99
HIA
366
HFM Investment Advisors
New Jersey
$86 +$26 +4 +44%
DF
367
Dunhill Financial
United Kingdom
$72 -$26 -4 -27%
LI
368
LRI Investments
Florida
$66 -$791 -123 -92%
DPW
369
DiNuzzo Private Wealth
Pennsylvania
$60 -$167 -26 -74%
DF
370
DecisionPoint Financial
Arizona
$39 +$39 +6 New
APFP
371
Action Point Financial Planning
Michigan
$33 +$39 +6 New
KFAS
372
Keating Financial Advisory Services
Kansas
$20 +$13 +2 +200%
MCA
373
Maryland Capital Advisors
Maryland
$20 +$19 +3 New
MRCP
374
Maple Rock Capital Partners
Ontario, Canada
-$38.6M -5,817,063 Closed
SBH
375
Segall Bryant & Hamill
Illinois
-$15.4M -2,317,713 Closed