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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
826
Highline Wealth Partners
California
$978 -$504 -8 -35%
PWMG
827
Private Wealth Management Group
New Jersey
$966 -$126 -2 -12%
KG
828
Kilter Group
New York
$966 +$945 +15 New
OP
829
ORG Partners
Indiana
$939 +$882 +14 New
ADL
830
Asset Dedication LLC
California
$902
SS
831
SBI Securities
Japan
$772
BHWM
832
Bay Harbor Wealth Management
Maryland
$772 +$441 +7 +140%
TFM
833
TFC Financial Management
Massachusetts
$644 +$63 +1 +11%
HIA
834
HFM Investment Advisors
New Jersey
$644 +$441 +7 +233%
QWM
835
Quaker Wealth Management
New Jersey
$644 +$630 +10 New
TIM
836
Tortoise Investment Management
New York
$579 +$567 +9 New
PWA
837
Physician Wealth Advisors
Utah
$515 -$21.6K -343 -98%
RA
838
Rise Advisors
New York
$451
PWM
839
Parkworth Wealth Management
California
$451 +$126 +2 +40%
CA
840
Crewe Advisors
Utah
$387
DF
841
DecisionPoint Financial
Arizona
$336 -$16.6K -263 -98%
WCM
842
WealthTrak Capital Management
Virginia
$322 +$315 +5 New
SWA
843
SOA Wealth Advisors
New York
$277 -$378 -6 -60%
RWM
844
Rialto Wealth Management
New York
$258 +$252 +4 New
PWAM
845
Private Wealth Asset Management
Iowa
$193 -$567 -9 -75%
RJA
846
Ross\Johnson & Associates
Minnesota
$193
GWSG
847
GPS Wealth Strategies Group
Colorado
$193 +$126 +2 +200%
LFA
848
LGT Financial Advisors
Texas
$129 +$126 +2 New
RS
849
Rakuten Securities
Japan
$64
SWIM
850
Smallwood Wealth Investment Management
New Jersey
$30