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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
351
Bullock Wealth Management
Indiana
$2.96K – – –
PWPS
352
Pinnacle Wealth Planning Services
Ohio
$2.72K -$7.5K -1,485 -77%
MPW
353
MASECO Private Wealth
$2.63K – – –
TCM
354
Triumph Capital Management
Colorado
$2.41K – – –
PFBT
355
Parkside Financial Bank & Trust
Missouri
$2.19K – – –
RS
356
Rakuten Securities
Japan
$2.17K -$858 -170 -32%
BWL
357
Bogart Wealth LLC
Virginia
$2.16K +$81 +16 +5%
TCM
358
Tradewinds Capital Management
Washington
$2.15K – – –
PFO
359
Pioneer Family Office
Florida
$2.11K – – –
CA
360
Centerpoint Advisors
Massachusetts
$2K – – –
Bessemer Group
361
Bessemer Group
New Jersey
$2K +$1.92K +381 +1,732%
FCG
362
Financial Connections Group
California
$2K +$2.02K +400 New
Nisa Investment Advisors
363
Nisa Investment Advisors
Missouri
$1.88K +$1.57K +311 New
HIA
364
Harbor Investment Advisory
Maryland
$1.81K – – –
AWA
365
Acumen Wealth Advisors
Tennessee
$1.81K – – –
CSB
366
City State Bank
Iowa
$1.81K – – –
RF
367
Robinswood Financial
Washington
$1.81K – – –
PWA
368
Physician Wealth Advisors
Utah
$1.77K -$5 -1 -0.3%
IA
369
IFP Advisors
Florida
$1.59K +$803 +159 +151%
MFC
370
Mechanics Financial Corp
Ohio
$1.51K – – –
PGAM
371
Princeton Global Asset Management
New Jersey
$1.51K – – –
CFG
372
Clayton Financial Group
Missouri
$1.51K +$1.26K +250 New
HWA
373
Heritage Wealth Advisors
Virginia
$1.47K – – –
SWP
374
Strategic Wealth Partners
Ohio
$1.44K – – –
BBHC
375
Brown Brothers Harriman & Co
New York
$1.43K – – –