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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
601
Geneos Wealth Management
Colorado
$1.13K
HFS
602
Hughes Financial Services
Virginia
$1.1K
BHWM
603
Bay Harbor Wealth Management
Maryland
$1.1K +$269 +11 +35%
SC
604
SouthState Corp
Florida
$1.02K
SIS
605
Sound Income Strategies
Florida
$1K
CAL
606
Capital Advisors Ltd
Ohio
$1K
VNA
607
Valley National Advisers
Pennsylvania
$1K +$953 +39 New
CFO
608
CVA Family Office
Colorado
$998
CFM
609
Cornerstone Financial Management
Massachusetts
$972 +$904 +37 New
Kayne Anderson Rudnick Investment Management
610
Kayne Anderson Rudnick Investment Management
California
$946
HIA
611
HFM Investment Advisors
New Jersey
$946 +$98 +4 +13%
MCM
612
MV Capital Management
Maryland
$920
PWMG
613
Private Wealth Management Group
New Jersey
$867 -$318 -13 -28%
IPS
614
Investors Portfolio Services
Washington
$797 +$733 +30 New
FC
615
Financial Consulate
Maryland
$762
LAS
616
Lloyd Advisory Services
Georgia
$755 +$708 +29 New
QWM
617
Quaker Wealth Management
New Jersey
$631 +$49 +2 +9%
WWA
618
Wealth Watch Advisors
Colorado
$578
MFP
619
Meramec Financial Planners
Missouri
$403 +$366 +15 New
WA
620
WestEnd Advisors
North Carolina
$394 +$122 +5 +50%
NRG
621
Nemes Rush Group
Michigan
$289 +$269 +11 New
CFD
622
Creative Financial Designs
Indiana
$263
LIA
623
Luken Investment Analytics
Tennessee
$263 +$244 +10 New
NL
624
NVWM LLC
Pennsylvania
$263 +$244 +10 New
SWA
625
SOA Wealth Advisors
New York
$192