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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Bellevue Asset Management
Washington
$1.79K +$1.62K +71 New
EP
227
Essential Partners
California
$1.76K -$5.04K -221 -76%
HI
228
Harbour Investments
Wisconsin
$1.76K
IPS
229
Investors Portfolio Services
Washington
$1.34K +$1.21K +53 New
FC
230
Financial Consulate
Maryland
$1.26K
PWA
231
Physician Wealth Advisors
Utah
$1.16K -$1.09K -48 -51%
RWM
232
Rialto Wealth Management
New York
$1.11K +$1K +44 New
SIC
233
SJS Investment Consulting
Ohio
$985 +$387 +17 +77%
KG
234
Kilter Group
New York
$984 -$752 -33 -46%
HFS
235
Horizon Financial Services
North Carolina
$857 +$775 +34 New
WPA
236
West Paces Advisors
Georgia
$857 +$775 +34 New
CA
237
Clearstead Advisors
Ohio
$656 +$592 +26 New
BWL
238
Bogart Wealth LLC
Virginia
$580 +$524 +23 New
TWD
239
True Wealth Design
Ohio
$530 -$501 -22 -51%
BWA
240
Basecamp Wealth Advisors
Washington
$479
GRP
241
Global Retirement Partners
California
$403 +$365 +16 New
KFAS
242
Keating Financial Advisory Services
Kansas
$378
WA
243
Westfuller Advisors
New York
$315
OCWP
244
Owl Creek Wealth Partners
Colorado
$253 -$7.29K -320 -97%
HFS
245
Hughes Financial Services
Virginia
$252 -$889 -39 -80%
CMA
246
Cedar Mountain Advisors
Oregon
$227
SPIA
247
Steward Partners Investment Advisory
New York
$202 -$57.7K -2,531 -100%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$76 +$68 +3 New
PS
249
Planning Strategies
Pennsylvania
$50 +$46 +2 New
Point72 Asset Management
250
Point72 Asset Management
Connecticut
-$25.8M -1,003,287 Closed