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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
751
Center for Financial Planning
Michigan
$5.74K +$5.68K +307 New
PWA
752
Physician Wealth Advisors
Utah
$5.7K +$5.65K +305 New
PWMG
753
Prestige Wealth Management Group
New Jersey
$5.2K – – –
PGAM
754
Princeton Global Asset Management
New Jersey
$4.99K – – –
BIA
755
Bell Investment Advisors
California
$4.93K +$2.28K +123 +87%
Kayne Anderson Rudnick Investment Management
756
Kayne Anderson Rudnick Investment Management
California
$4.84K – – –
HIA
757
Harbor Investment Advisory
Maryland
$4.79K – – –
GPI
758
General Partner Inc
Pennsylvania
$4.56K – – –
GA
759
Guerra Advisors
Florida
$4.56K +$4.52K +244 New
NECFA
760
New England Capital Financial Advisors
Connecticut
$4.48K +$19 +1 +0.4%
CCM
761
Cloud Capital Management
Washington
$4K +$4.17K +225 New
KG
762
Kilter Group
New York
$3.81K -$204 -11 -5%
SHIM
763
Stone House Investment Management
Pennsylvania
$3.77K +$3.74K +202 New
HHMI
764
Howard Hughes Medical Institute
Maryland
$3.76K -$259 -14 -7%
CAM
765
Costello Asset Management
Pennsylvania
$3.74K – – –
SWP
766
Strategic Wealth Partners
Ohio
$3.74K – – –
IWM
767
IMG Wealth Management
Florida
$3.59K – – –
BSB
768
Bangor Savings Bank
Maine
$3.53K – – –
CVM
769
Cheviot Value Management
California
$3.52K – – –
DWM
770
Dogwood Wealth Management
Kansas
$3.05K +$3.02K +163 New
TFM
771
TFC Financial Management
Massachusetts
$2.99K +$19 +1 +0.6%
ACM
772
Anfield Capital Management
California
$2.99K – – –
MSWM
773
Mowery & Schoenfeld Wealth Management
Illinois
$2.92K – – –
TCA
774
Trifecta Capital Advisors
Illinois
$2.73K – – –
JFGIW
775
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.71K +$2.68K +145 New