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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Smartleaf Asset Management
Massachusetts
$1.58K -$171 -4 -9%
BWL
352
Bogart Wealth LLC
Virginia
$1.45K +$1.54K +36 New
JWA
353
JFS Wealth Advisors
Pennsylvania
$1.21K +$43 +1 +3%
GWM
354
Geneos Wealth Management
Colorado
$1.21K
AFC
355
Ares Financial Consulting
California
$1.08K +$1.16K +27 New
IAIM
356
International Assets Investment Management
Florida
$1.04K +$1.11K +26 New
MCM
357
Manchester Capital Management
Vermont
$965 +$1.03K +24 New
BWA
358
Basecamp Wealth Advisors
Washington
$925 +$986 +23 New
CIBC Private Wealth Group
359
CIBC Private Wealth Group
Georgia
$925 +$986 +23 New
MA
360
Montag & Associates
Georgia
$906 -$214 -5 -19%
FMP
361
Financial Management Professionals
Texas
$848
BGAI
362
Bruce G. Allen Investments
Colorado
$764 +$257 +6 +46%
CH
363
Cromwell Holdings
Wyoming
$646
BIA
364
Bell Investment Advisors
California
$644 +$214 +5 +45%
SIC
365
SJS Investment Consulting
Ohio
$603 +$514 +12 +400%
FFO
366
Fortitude Family Office
Arizona
$523 -$3.21K -75 -85%
SC
367
SouthState Corp
Florida
$483 +$86 +2 +20%
PWPS
368
Pinnacle Wealth Planning Services
Ohio
$482 +$514 +12 New
PWA
369
Principia Wealth Advisory
Texas
$482 +$514 +12 New
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$443 -$171 -4 -27%
PWA
371
Physician Wealth Advisors
Utah
$443 +$472 +11 New
ACA
372
American Capital Advisory
Idaho
$362 +$257 +6 +200%
QWM
373
Quaker Wealth Management
New Jersey
$282 +$300 +7 New
SS
374
Sunbelt Securities
Texas
$281 +$300 +7 New
TC
375
Trust Company
Kansas
$281 +$300 +7 New