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Name Holding Trade Value Shares
Change
Change in
Stake
DPW
451
DiNuzzo Private Wealth
Pennsylvania
$1.72K +$105 +5 +7%
BHWM
452
Bay Harbor Wealth Management
Maryland
$1.66K +$586 +28 +67%
PCFFS
453
Pacific Center for Financial Services
California
$1.57K +$21 +1 +2%
DWM
454
Dogwood Wealth Management
Kansas
$1.53K +$1.36K +65 New
TPCW
455
TD Private Client Wealth
New York
$1.27K – – –
HIA
456
HFM Investment Advisors
New Jersey
$1.23K +$461 +22 +73%
TFA
457
Transamerica Financial Advisors
Florida
$1.14K +$63 +3 +7%
RWM
458
RMG Wealth Management
Wisconsin
$1.09K +$963 +46 New
CH
459
Cromwell Holdings
Wyoming
$1.07K – – –
EP
460
Essential Partners
California
$1.04K -$23.6K -1,127 -96%
CAL
461
Capital Advisors Ltd
Ohio
$1K – – –
HHCP
462
Hilton Head Capital Partners
South Carolina
$942 – – –
EWP
463
Elevation Wealth Partners
California
$942 +$42 +2 +5%
OAG
464
Oakmont Advisory Group
New Mexico
$873 +$775 +37 New
BCM
465
Boreal Capital Management
Florida
$855 – – –
TCM
466
Tradewinds Capital Management
Washington
$848 – – –
SGFG
467
Silver Grove Financial Group
New York
$801 +$712 +34 New
ZBNA
468
Zions Bancorporation, National Association
Utah
$730 – – –
WWM
469
Wolff Wiese Magana
California
$717 – – –
MCM
470
MV Capital Management
Maryland
$707 – – –
T
471
Tidemark
California
$683 – – –
LI
472
LRI Investments
Florida
$683 +$607 +29 New
TAP
473
Tounjian Advisory Partners
Florida
$610 +$544 +26 New
SC
474
SouthState Corp
Florida
$471 – – –
TCM
475
Triumph Capital Management
Colorado
$471 – – –