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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
501
True Wealth Design
Ohio
$1.24K -$130 -1 -9%
BFS
502
Bare Financial Services
Pennsylvania
$1.14K -$1.69K -13 -59%
SWM
503
Spire Wealth Management
Virginia
$1.14K – – –
CH
504
Cromwell Holdings
Wyoming
$1.01K – – –
AW
505
Avion Wealth
Texas
$1K – – –
WA
506
Westfuller Advisors
New York
$986 – – –
RWM
507
Rialto Wealth Management
New York
$760 – – –
FMP
508
Financial Management Professionals
Texas
$759 – – –
Kayne Anderson Rudnick Investment Management
509
Kayne Anderson Rudnick Investment Management
California
$759 – – –
TPCW
510
TD Private Client Wealth
New York
$759 – – –
SIC
511
SJS Investment Consulting
Ohio
$633 – – –
BHWM
512
Bay Harbor Wealth Management
Maryland
$632 +$130 +1 +25%
DPW
513
DiNuzzo Private Wealth
Pennsylvania
$507 – – –
BC
514
Bayforest Capital
United Kingdom
$506 +$520 +4 New
HIA
515
HFM Investment Advisors
New Jersey
$380 – – –
MHR
516
Matthew Hamilton Rosenberg
$380 – – –
RF
517
Rossby Financial
Florida
$380 +$390 +3 New
HFS
518
Hughes Financial Services
Virginia
$253 +$260 +2 New
RJA
519
Ross\Johnson & Associates
Minnesota
$253 +$260 +2 New
TFA
520
Transamerica Financial Advisors
Florida
$253 +$260 +2 New
DF
521
Dunhill Financial
United Kingdom
$154 +$130 +1 New
ACA
522
American Capital Advisory
Idaho
$127 – – –
SS
523
SBI Securities
Japan
$127 – – –
NRG
524
Nemes Rush Group
Michigan
$127 +$130 +1 New
VWA
525
Valued Wealth Advisors
Utah
$127 +$130 +1 New