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Name Holding Trade Value Shares
Change
Change in
Stake
AW
376
Avion Wealth
Texas
$1K +$101 +4 +9%
ACA
377
American Capital Advisory
Idaho
$916 +$304 +12 +67%
MCM
378
MV Capital Management
Maryland
$886 +$558 +22 +314%
MCM
379
Manchester Capital Management
Vermont
$764 – – –
CH
380
Cromwell Holdings
Wyoming
$763 – – –
PWA
381
Physician Wealth Advisors
Utah
$733 – – –
TCM
382
Tradewinds Capital Management
Washington
$733 – – –
RWM
383
Rialto Wealth Management
New York
$703 +$583 +23 New
PWA
384
Principia Wealth Advisory
Texas
$702 +$507 +20 +667%
CPG
385
Cornerstone Planning Group
New Jersey
$658 – – –
GFA
386
Godfrey Financial Associates
New York
$641 – – –
CA
387
Crewe Advisors
Utah
$611 – – –
BCPWM
388
Bradley & Co Private Wealth Management
Florida
$610 – – –
CFO
389
CVA Family Office
Colorado
$580 -$457 -18 -49%
CJ
390
Caitlin John
Michigan
$550 – – –
OCWP
391
Owl Creek Wealth Partners
Colorado
$458 +$380 +15 New
SEP
392
Signature Equity Partners
Ohio
$427 +$152 +6 +75%
NRG
393
Nemes Rush Group
Michigan
$305 – – –
CCWM
394
Cassaday & Co Wealth Management
Virginia
$275 – – –
AF
395
Advisornet Financial
Minnesota
$275 +$228 +9 New
DSC
396
Duncker Streett & Co
Missouri
$153 – – –
Kayne Anderson Rudnick Investment Management
397
Kayne Anderson Rudnick Investment Management
California
$122 +$101 +4 New
MWA
398
Medallion Wealth Advisors
Connecticut
$122 +$101 +4 New
CIAM
399
Caitong International Asset Management
Hong Kong
$92 -$2.77K -109 -97%
HFS
400
Hughes Financial Services
Virginia
$61 +$25 +1 +100%