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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
401
High Note Wealth
Minnesota
$1.25K -$1.96K -47 -59%
GSWM
402
Golden State Wealth Management
California
$1.09K +$1.17K +28 New
T
403
Transce3nd
Texas
$1.02K
CFS
404
CGC Financial Services
Oregon
$977
BGAI
405
Bruce G. Allen Investments
Colorado
$977 +$209 +5 +25%
YAL
406
Your Advocates Ltd
Texas
$899
HT
407
Headlands Technologies
Illinois
$860 -$211K -5,043 -100%
RF
408
Rossby Financial
Florida
$715 +$835 +20 New
RWM
409
Raffa Wealth Management
District of Columbia
$664
RTL
410
Red Tortoise LLC
Georgia
$664
DPW
411
DiNuzzo Private Wealth
Pennsylvania
$626 -$209 -5 -24%
WA
412
Whipplewood Advisors
Colorado
$625 +$7.6K +182 +569%
GFPC
413
Global Financial Private Client
Florida
$430 +$292 +7 +175%
FC
414
Fairscale Capital
New Hampshire
$391
RIL
415
Rothschild Investment LLC
Illinois
$391 +$167 +4 +67%
BI
416
Binnacle Investments
Iowa
$391 +$418 +10 New
SIC
417
SJS Investment Consulting
Ohio
$352 -$501 -12 -57%
WA
418
WPG Advisers
Maryland
$313
TPCW
419
TD Private Client Wealth
New York
$313 +$334 +8 New
TWD
420
True Wealth Design
Ohio
$308 -$209 -5 -38%
PWAM
421
Private Wealth Asset Management
Iowa
$234 +$251 +6 New
WCM
422
WealthTrak Capital Management
Virginia
$196
HIA
423
HFM Investment Advisors
New Jersey
$196 +$209 +5 New
BHWM
424
Bay Harbor Wealth Management
Maryland
$78 +$84 +2 New
MCM
425
MV Capital Management
Maryland
$40 -$1.63K -39 -98%