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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
401
True Wealth Design
Ohio
$1.28K -$860 -58 -41%
RWM
402
Rialto Wealth Management
New York
$1.22K – – –
LFG
403
Larson Financial Group
Missouri
$1.13K +$1.07K +72 New
S
404
Sachetta
Massachusetts
$766 – – –
SWM
405
Spire Wealth Management
Virginia
$766 +$727 +49 New
SWM
406
SHP Wealth Management
Massachusetts
$750 +$712 +48 New
SIC
407
SJS Investment Consulting
Ohio
$704 – – –
VWA
408
Valued Wealth Advisors
Utah
$704 – – –
RS
409
Rakuten Securities
Japan
$703 – – –
HFS
410
Hughes Financial Services
Virginia
$703 +$30 +2 +5%
CTB
411
Country Trust Bank
Illinois
$625 – – –
SC
412
SouthState Corp
Florida
$548 – – –
CH
413
Cromwell Holdings
Wyoming
$531 – – –
SWP
414
Strategic Wealth Partners
Ohio
$531 +$504 +34 New
BHWM
415
Bay Harbor Wealth Management
Maryland
$500 +$134 +9 +39%
SIS
416
Sound Income Strategies
Florida
$486 – – –
HIA
417
HFM Investment Advisors
New Jersey
$438 -$15 -1 -3%
HI
418
Harbour Investments
Wisconsin
$438 – – –
HIA
419
Harbor Investment Advisory
Maryland
$313 – – –
QWM
420
Quaker Wealth Management
New Jersey
$297 – – –
MCM
421
MV Capital Management
Maryland
$282 +$45 +3 +20%
ACA
422
American Capital Advisory
Idaho
$172 – – –
SHIM
423
Stone House Investment Management
Pennsylvania
$141 – – –
TPCW
424
TD Private Client Wealth
New York
$141 +$134 +9 New
EWM
425
Evermay Wealth Management
Virginia
$126 – – –