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Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
526
Creative Capital Management Investments
California
$1.11K +$914 +21 New
FFO
527
Fortitude Family Office
Arizona
$1.06K -$435 -10 -33%
AA
528
Addison Advisors
Vermont
$1.06K – – –
CFO
529
CVA Family Office
Colorado
$1K -$2.09K -48 -72%
CFD
530
Creative Financial Designs
Indiana
$952 -$218 -5 -22%
AIS
531
Advocate Investing Services
Maryland
$635 – – –
PWA
532
Physician Wealth Advisors
Utah
$635 – – –
CPG
533
Cornerstone Planning Group
New Jersey
$632 -$305 -7 -39%
CFM
534
Cornerstone Financial Management
Massachusetts
$582 +$479 +11 New
GWP
535
Gen-Wealth Partners
Michigan
$529 – – –
S
536
Sachetta
Massachusetts
$529 +$435 +10 New
DCM
537
Davis Capital Management
Florida
$423 +$348 +8 New
SHIM
538
Stone House Investment Management
Pennsylvania
$423 +$348 +8 New
DF
539
Dunhill Financial
United Kingdom
$363 -$44 -1 -14%
HIA
540
HFM Investment Advisors
New Jersey
$318 +$261 +6 New
JWM
541
JPL Wealth Management
Colorado
$265 -$2.52K -58 -92%
BWS
542
Buck Wealth Strategies
Colorado
$264 +$218 +5 New
BCWM
543
Bartlett & Co Wealth Management
Ohio
$212 -$8.7K -200 -98%
AWM
544
Abound Wealth Management
Tennessee
$212 – – –
BHWM
545
Bay Harbor Wealth Management
Maryland
$212 – – –
TPCW
546
TD Private Client Wealth
New York
$212 – – –
WA
547
WPG Advisers
Maryland
$212 – – –
SWM
548
SHP Wealth Management
Massachusetts
$172 – – –
DF
549
DecisionPoint Financial
Arizona
$156 +$87 +2 +200%
DPW
550
DiNuzzo Private Wealth
Pennsylvania
$106 – – –