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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
776
Highline Wealth Partners
California
$1.31K – – –
HFS
777
Hughes Financial Services
Virginia
$1.29K – – –
DF
778
DecisionPoint Financial
Arizona
$1.27K – – –
HIA
779
HFM Investment Advisors
New Jersey
$1.14K – – –
CIAS
780
CBIZ Investment Advisory Services
Ohio
$1.14K +$474 +3 +75%
CAL
781
Capital Advisors Ltd
Ohio
$1K – – –
WW
782
Winnow Wealth
Texas
$984 +$948 +6 New
EP
783
Essential Partners
California
$980 – – –
WestEnd Advisors
784
WestEnd Advisors
North Carolina
$980 – – –
SWIM
785
Smallwood Wealth Investment Management
New Jersey
$980 +$948 +6 New
Kayne Anderson Rudnick Investment Management
786
Kayne Anderson Rudnick Investment Management
California
$817 -$1.42K -9 -64%
SFCL
787
Strengthening Families & Communities LLC
Massachusetts
$817 +$790 +5 New
AF
788
Alerus Financial
North Dakota
$654 – – –
BI
789
Binnacle Investments
Iowa
$654 – – –
GBT
790
Grove Bank & Trust
Florida
$654 – – –
NC
791
North Capital
Utah
$654 +$632 +4 New
SA
792
Seneschal Advisors
Washington
$654 +$632 +4 New
LWMI
793
Legacy Wealth Management (Idaho)
Idaho
$491 – – –
BIM
794
Breakwater Investment Management
Washington
$491 +$474 +3 New
WWA
795
Wealth Watch Advisors
Colorado
$490 +$474 +3 New
DCM
796
Davis Capital Management
Florida
$327 +$316 +2 New
TFM
797
TFC Financial Management
Massachusetts
$164 – – –
CIA
798
Cape Investment Advisory
Georgia
$163 – – –
RS
799
Rakuten Securities
Japan
$163 – – –
DWM
800
Dogwood Wealth Management
Kansas
$163 +$158 +1 New