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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
651
Bogart Wealth LLC
Virginia
$1.77K +$1.11K +7 +175%
RF
652
Rossby Financial
Florida
$1.62K
SWM
653
Spire Wealth Management
Virginia
$1.61K -$316 -2 -17%
DPW
654
DiNuzzo Private Wealth
Pennsylvania
$1.51K +$158 +1 +13%
RS
655
Rakuten Securities
Japan
$1.45K -$15K -95 -91%
BI
656
Binnacle Investments
Iowa
$1.45K +$1.42K +9 New
KG
657
Kilter Group
New York
$1.29K
BFS
658
Bare Financial Services
Pennsylvania
$1.13K +$1.11K +7 New
SGK
659
Steigerwald Gordon & Koch
Virginia
$1.13K +$1.11K +7 New
CCM
660
Cloud Capital Management
Washington
$1K +$1.9K +12 New
PWA
661
Principia Wealth Advisory
Texas
$966 +$158 +1 +20%
MG
662
Mather Group
Illinois
$966 +$949 +6 New
PMFA
663
Plante Moran Financial Advisors
Michigan
$966 +$949 +6 New
MCM
664
MV Capital Management
Maryland
$805 -$2.21K -14 -74%
SC
665
SouthState Corp
Florida
$644 -$1.74K -11 -73%
TPCW
666
TD Private Client Wealth
New York
$644 +$475 +3 +300%
BHWM
667
Bay Harbor Wealth Management
Maryland
$643 +$158 +1 +33%
NS
668
NBC Securities
Alabama
$643 +$633 +4 New
AF
669
Advisornet Financial
Minnesota
$483 -$158 -1 -25%
QWM
670
Quaker Wealth Management
New Jersey
$483
SIC
671
SJS Investment Consulting
Ohio
$483
BIM
672
Breakwater Investment Management
Washington
$483 +$475 +3 New
DWM
673
Dogwood Wealth Management
Kansas
$483 +$475 +3 New
PWA
674
Physician Wealth Advisors
Utah
$483 +$475 +3 New
DF
675
Dunhill Financial
United Kingdom
$477 +$158 +1 +50%