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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
501
Bogart Wealth LLC
Virginia
$468
CWC
502
Carolinas Wealth Consulting
North Carolina
$466
WOSD
503
WFA of San Diego
California
$453
Jones Financial Companies
504
Jones Financial Companies
Missouri
$438 -$15 -1 -3%
RTL
505
Red Tortoise LLC
Georgia
$438
MFT
506
Moisand Fitzgerald Tamayo
Florida
$423 +$74 +5 +22%
CCMI
507
Creative Capital Management Investments
California
$393
ICM
508
Islay Capital Management
Texas
$362
CAS
509
Coppell Advisory Solutions
Texas
$356
MAM
510
Marquette Asset Management
Minnesota
$318 -$1.19K -80 -79%
HF
511
Halpern Financial
Virginia
$317 +$59 +4 +24%
CMA
512
Cedar Mountain Advisors
Oregon
$302
DWMG
513
DB Wealth Management Group
California
$302
FPFS
514
First Personal Financial Services
North Carolina
$302
MFG
515
Mendota Financial Group
Wisconsin
$302
MRCM
516
M&R Capital Management
New Jersey
$302
VWM
517
Valley Wealth Managers
New Jersey
$302
FCMT
518
Founders Capital Management (Texas)
Texas
$302 +$297 +20 New
RWM
519
Ruedi Wealth Management
Illinois
$302 +$297 +20 New
TWP
520
TFO Wealth Partners
Ohio
$292 +$326 +22 New
CFB
521
Cullen/Frost Bankers
Texas
$287 -$15 -1 -5%
AFG
522
Albion Financial Group
Utah
$287
NIC
523
Northwest Investment Counselors
Oregon
$287
DFA
524
DHJJ Financial Advisors
Illinois
$287 +$282 +19 New
ANBT
525
American National Bank & Trust
Texas
$257