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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
751
IMG Wealth Management
Florida
$1.55K +$1.28K +5 New
JFGIW
752
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.55K +$1.28K +5 New
CVM
753
Cheviot Value Management
California
$1.35K
GSWM
754
Golden State Wealth Management
California
$1.24K
RWM
755
Rialto Wealth Management
New York
$1.24K +$257 +1 +33%
CJ
756
Caitlin John
Michigan
$1.24K +$1.03K +4 New
TFM
757
TFC Financial Management
Massachusetts
$932
SWM
758
Spire Wealth Management
Virginia
$931 -$514 -2 -40%
BFS
759
Bare Financial Services
Pennsylvania
$931
BHWM
760
Bay Harbor Wealth Management
Maryland
$931 +$257 +1 +50%
PS
761
PayPay Securities
Japan
$665
DF
762
DecisionPoint Financial
Arizona
$644
AF
763
Advisornet Financial
Minnesota
$621
CWM
764
Copia Wealth Management
Oregon
$621
SIC
765
SJS Investment Consulting
Ohio
$621 +$257 +1 +100%
BIM
766
Breakwater Investment Management
Washington
$621 +$514 +2 New
FC
767
Financial Consulate
Maryland
$621 +$514 +2 New
HIA
768
HFM Investment Advisors
New Jersey
$621 +$514 +2 New
WWA
769
Wealth Watch Advisors
Colorado
$621 +$514 +2 New
KG
770
Kilter Group
New York
$311
QWM
771
Quaker Wealth Management
New Jersey
$311 +$257 +1 New
SA
772
Seneschal Advisors
Washington
$311 +$257 +1 New
IAS
773
IMA Advisory Services
Colorado
$310
AFWM
774
Abich Financial Wealth Management
Virginia
$310 +$257 +1 New
DCM
775
Davis Capital Management
Florida
$310 +$257 +1 New