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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
626
American Capital Advisory
Idaho
$1.45K +$371 +14 +34%
CFM
627
Cornerstone Financial Management
Massachusetts
$1.45K +$477 +18 +49%
DF
628
Dunhill Financial
United Kingdom
$1.45K -$318 -12 -18%
CJ
629
Caitlin John
Michigan
$1.4K – – –
TFM
630
TFC Financial Management
Massachusetts
$1.29K +$371 +14 +40%
WA
631
Whipplewood Advisors
Colorado
$1.29K -$3.1K -117 -70%
KG
632
Kilter Group
New York
$1.27K -$2.6K -98 -67%
GEA
633
Glen Eagle Advisors
New Jersey
$1.14K +$1.14K +43 New
HFS
634
Hughes Financial Services
Virginia
$1.11K – – –
BWL
635
Bogart Wealth LLC
Virginia
$1.08K -$557 -21 -34%
SC
636
SouthState Corp
Florida
$1.03K – – –
VNA
637
Valley National Advisers
Pennsylvania
$1K +$1.01K +38 New
CAL
638
Capital Advisors Ltd
Ohio
$1K – – –
MCM
639
MV Capital Management
Maryland
$951 – – –
Kayne Anderson Rudnick Investment Management
640
Kayne Anderson Rudnick Investment Management
California
$950 – – –
PS
641
Planning Strategies
Pennsylvania
$924 +$928 +35 New
PWMG
642
Private Wealth Management Group
New Jersey
$871 – – –
QWM
643
Quaker Wealth Management
New Jersey
$845 +$212 +8 +33%
LAS
644
Lloyd Advisory Services
Georgia
$771 +$769 +29 New
FC
645
Financial Consulate
Maryland
$766 – – –
JWM
646
JPL Wealth Management
Colorado
$687 +$689 +26 New
CCWM
647
Cassaday & Co Wealth Management
Virginia
$528 – – –
DF
648
Downshift Financial
Colorado
$528 +$530 +20 New
MFP
649
Meramec Financial Planners
Missouri
$452 – – –
WA
650
WestEnd Advisors
North Carolina
$422 +$27 +1 +7%