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Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
326
Creative Capital Management Investments
California
$1.02K +$1.18K +19 New
SIM
327
Synergy Investment Management
Florida
$948 +$935 +15 New
BC
328
Bayforest Capital
United Kingdom
$914 +$1.06K +17 New
BFS
329
Bare Financial Services
Pennsylvania
$860 -$499 -8 -33%
MIM
330
Marshall Investment Management
Colorado
$860 – – –
BGAI
331
Bruce G. Allen Investments
Colorado
$806 – – –
BDPWM
332
Barnes Dennig Private Wealth Management
Ohio
$645 +$748 +12 New
DPW
333
DiNuzzo Private Wealth
Pennsylvania
$592 -$62 -1 -8%
PWA
334
Physician Wealth Advisors
Utah
$538 -$62 -1 -9%
GWM
335
Geneos Wealth Management
Colorado
$538 – – –
BHWM
336
Bay Harbor Wealth Management
Maryland
$538 +$187 +3 +43%
BIA
337
Bell Investment Advisors
California
$484 -$2K -32 -78%
DF
338
Dunhill Financial
United Kingdom
$483 -$62 -1 -10%
MWM
339
Mosley Wealth Management
California
$430 +$499 +8 New
HIA
340
HFM Investment Advisors
New Jersey
$377 +$62 +1 +17%
RWM
341
Rialto Wealth Management
New York
$216 -$997 -16 -80%
TC
342
Trust Company
Kansas
$216 – – –
IAIM
343
International Assets Investment Management
Florida
$215 – – –
BWS
344
Buck Wealth Strategies
Colorado
$108 +$125 +2 New
CI
345
Cordant Inc
Oregon
$108 +$125 +2 New
DF
346
DecisionPoint Financial
Arizona
$108 +$125 +2 New
AssetMark Inc
347
AssetMark Inc
California
$83 -$3.68K -59 -97%
CIAM
348
Caitong International Asset Management
Hong Kong
$54 -$153K -2,461 -100%
HNB
349
Huntington National Bank
Ohio
$54 – – –
RWM
350
Raffa Wealth Management
District of Columbia
$54 – – –