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Name Holding Trade Value Shares
Change
Change in
Stake
CMA
526
Cedar Mountain Advisors
Oregon
$1.12K
FC
527
Financial Consulate
Maryland
$1.12K +$525 +12 +80%
MSG
528
Main Street Group
Virginia
$1.04K +$1.09K +25 New
AW
529
Avion Wealth
Texas
$1K
CFD
530
Creative Financial Designs
Indiana
$956
AA
531
Addison Advisors
Vermont
$832
CPG
532
Cornerstone Planning Group
New Jersey
$671
TFA
533
Transamerica Financial Advisors
Florida
$582 +$263 +6 +75%
AIS
534
Advocate Investing Services
Maryland
$499
PWA
535
Physician Wealth Advisors
Utah
$499
GWP
536
Gen-Wealth Partners
Michigan
$416
YAL
537
Your Advocates Ltd
Texas
$416
VWM
538
Vermillion Wealth Management
Minnesota
$333 +$350 +8 New
DF
539
Dunhill Financial
United Kingdom
$327 -$44 -1 -13%
FPF
540
First Pacific Financial
Washington
$250 +$263 +6 New
AT
541
Arlington Trust
Alabama
$249 +$263 +6 New
AWM
542
Abound Wealth Management
Tennessee
$167 -$219 -5 -56%
TPCW
543
TD Private Client Wealth
New York
$166 -$88 -2 -33%
WA
544
WPG Advisers
Maryland
$166
BHWM
545
Bay Harbor Wealth Management
Maryland
$166 +$88 +2 +100%
SWM
546
SHP Wealth Management
Massachusetts
$135
PWMG
547
Private Wealth Management Group
New Jersey
$84 -$1.75K -40 -95%
DPW
548
DiNuzzo Private Wealth
Pennsylvania
$84
CW
549
Curio Wealth
Maryland
$83 +$88 +2 New
DF
550
DecisionPoint Financial
Arizona
$42