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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
601
Principia Wealth Advisory
Texas
$1.34K -$24 -1 -2%
ACA
602
American Capital Advisory
Idaho
$1.34K +$244 +10 +24%
GWM
603
Geneos Wealth Management
Colorado
$1.13K – – –
HFS
604
Hughes Financial Services
Virginia
$1.1K – – –
BHWM
605
Bay Harbor Wealth Management
Maryland
$1.1K +$269 +11 +35%
SC
606
SouthState Corp
Florida
$1.02K – – –
SIS
607
Sound Income Strategies
Florida
$1K – – –
CAL
608
Capital Advisors Ltd
Ohio
$1K – – –
VNA
609
Valley National Advisers
Pennsylvania
$1K +$953 +39 New
CFO
610
CVA Family Office
Colorado
$998 – – –
CFM
611
Cornerstone Financial Management
Massachusetts
$972 +$904 +37 New
Kayne Anderson Rudnick Investment Management
612
Kayne Anderson Rudnick Investment Management
California
$946 – – –
HIA
613
HFM Investment Advisors
New Jersey
$946 +$98 +4 +13%
MCM
614
MV Capital Management
Maryland
$920 – – –
PWMG
615
Private Wealth Management Group
New Jersey
$867 -$318 -13 -28%
IPS
616
Investors Portfolio Services
Washington
$797 +$733 +30 New
FC
617
Financial Consulate
Maryland
$762 – – –
LAS
618
Lloyd Advisory Services
Georgia
$755 +$708 +29 New
QWM
619
Quaker Wealth Management
New Jersey
$631 +$49 +2 +9%
WWA
620
Wealth Watch Advisors
Colorado
$578 – – –
MFP
621
Meramec Financial Planners
Missouri
$403 +$366 +15 New
WA
622
WestEnd Advisors
North Carolina
$394 +$122 +5 +50%
NRG
623
Nemes Rush Group
Michigan
$289 +$269 +11 New
CFD
624
Creative Financial Designs
Indiana
$263 – – –
LIA
625
Luken Investment Analytics
Tennessee
$263 +$244 +10 New