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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
851
Principia Wealth Advisory
Texas
$1.11K -$112 -6 -10%
RWM
852
Raffa Wealth Management
District of Columbia
$1.01K – – –
AW
853
Avion Wealth
Texas
$1K – – –
LAS
854
Lloyd Advisory Services
Georgia
$995 +$894 +48 New
1CP
855
1015 Capital Partners
Pennsylvania
$991 +$894 +48 New
HIA
856
HFM Investment Advisors
New Jersey
$971 – – –
SEP
857
Signature Equity Partners
Ohio
$871 +$782 +42 New
FC
858
Financial Consulate
Maryland
$867 +$279 +15 +56%
SC
859
Swan Capital
Florida
$759 – – –
QWM
860
Quaker Wealth Management
New Jersey
$723 – – –
AEPWM
861
Atlantic Edge Private Wealth Management
Florida
$702 – – –
CT
862
Colonial Trust
South Carolina
$702 – – –
KCM
863
Key Capital Management
Tennessee
$660 +$596 +32 New
APW
864
Atlantic Private Wealth
North Carolina
$625 +$559 +30 New
WA
865
WestEnd Advisors
North Carolina
$619 +$168 +9 +43%
BHWM
866
Beaird Harris Wealth Management
Texas
$558 – – –
SWA
867
SOA Wealth Advisors
New York
$546 – – –
NI
868
NCP Inc
California
$495 +$447 +24 New
SA
869
Seneschal Advisors
Washington
$434 – – –
TBFA
870
Three Bearings Fiduciary Advisors
New Hampshire
$431 +$372 +20 New
WW
871
Winnow Wealth
Texas
$378 – – –
DCM
872
Davis Capital Management
Florida
$289 – – –
NL
873
NorthAvenue LLC
Ohio
$228 +$205 +11 New
LIA
874
Luken Investment Analytics
Tennessee
$206 +$186 +10 New
AIM
875
Arcadia Investment Management
Michigan
$166 +$149 +8 New