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Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
626
Bruce G. Allen Investments
Colorado
$1.5K -$4.43K -70 -76%
CTC
627
Central Trust Company
Missouri
$1.43K -$950 -15 -42%
CAC
628
Core Alternative Capital
Georgia
$1.43K
RWM
629
Raffa Wealth Management
District of Columbia
$1.36K
OP
630
ORG Partners
Indiana
$1.24K +$1.14K +18 New
DF
631
Dunhill Financial
United Kingdom
$1.18K -$1.71K -27 -61%
PWA
632
Physician Wealth Advisors
Utah
$1.09K -$634 -10 -38%
PWM
633
Parkworth Wealth Management
California
$1.09K +$824 +13 +433%
WCM
634
WealthTrak Capital Management
Virginia
$1.02K
PMAM
635
Picton Mahoney Asset Management
Ontario, Canada
$1K -$20.7K -327 -95%
SIC
636
SJS Investment Consulting
Ohio
$954 -$634 -10 -42%
RWM
637
Rialto Wealth Management
New York
$886 +$824 +13 New
LWMI
638
Legacy Wealth Management (Idaho)
Idaho
$818
LIS
639
Legacy Investment Solutions
Idaho
$818 +$760 +12 New
T
640
Transce3nd
Texas
$749
SFCL
641
Strengthening Families & Communities LLC
Massachusetts
$681
BHWM
642
Bay Harbor Wealth Management
Maryland
$681 +$253 +4 +67%
AAS
643
Ameritas Advisory Services
Nebraska
$681 +$634 +10 New
HFS
644
Hughes Financial Services
Virginia
$621 -$507 -8 -50%
BWL
645
Bogart Wealth LLC
Virginia
$545 +$507 +8 New
WA
646
WestEnd Advisors
North Carolina
$477 +$63 +1 +17%
HIA
647
HFM Investment Advisors
New Jersey
$477 +$253 +4 +133%
TFM
648
TFC Financial Management
Massachusetts
$477 +$443 +7 New
HWP
649
Highline Wealth Partners
California
$409
SC
650
Stephens Consulting
Michigan
$409 +$380 +6 New