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Name Holding Trade Value Shares
Change
Change in
Stake
CI
401
CX Institutional
Indiana
$2K +$1.49K +21 New
PWMG
402
Private Wealth Management Group
New Jersey
$1.92K
FFO
403
Fortitude Family Office
Arizona
$1.92K +$283 +4 +18%
SGK
404
Steigerwald Gordon & Koch
Virginia
$1.85K
S
405
Sachetta
Massachusetts
$1.77K
TF
406
Tompkins Financial
New York
$1.77K +$1.7K +24 New
BT
407
Banque Transatlantique
France
$1.55K
MGI
408
Miller Global Investments
Texas
$1.48K +$1.41K +20 New
PWMG
409
Prestige Wealth Management Group
New Jersey
$1.41K
BWL
410
Bogart Wealth LLC
Virginia
$1.26K -$566 -8 -32%
BIA
411
Bell Investment Advisors
California
$1.18K -$1.49K -21 -57%
SWM
412
SHP Wealth Management
Massachusetts
$1.11K +$1.06K +15 New
CAL
413
Capital Advisors Ltd
Ohio
$1K
CH
414
Cromwell Holdings
Wyoming
$887
DPW
415
DiNuzzo Private Wealth
Pennsylvania
$813
RIL
416
Rothschild Investment LLC
Illinois
$813
WETS
417
Wealth Enhancement Trust Services
South Dakota
$813 +$778 +11 New
KFA
418
Kelleher Financial Advisors
New York
$665
TCM
419
TD Capital Management
Tennessee
$599
PWA
420
Physician Wealth Advisors
Utah
$592
BHWM
421
Bay Harbor Wealth Management
Maryland
$591 +$283 +4 +100%
CWP
422
Concord Wealth Partners
Virginia
$517 +$495 +7 New
CFO
423
CVA Family Office
Colorado
$517 +$495 +7 New
RWM
424
Rialto Wealth Management
New York
$444
SIC
425
SJS Investment Consulting
Ohio
$444