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Name Holding Trade Value Shares
Change
Change in
Stake
FFO
701
Fortitude Family Office
Arizona
$5.4K +$2.15K +10 +59%
DWM
702
Dogwood Wealth Management
Kansas
$5.2K +$2.58K +12 +86%
AW
703
Avion Wealth
Texas
$5K +$1.29K +6 +32%
NSIM
704
North Star Investment Management
Illinois
$5K +$1.51K +7 +39%
CPG
705
Cornerstone Planning Group
New Jersey
$4.96K -$1.72K -8 -25%
SS
706
Sunbelt Securities
Texas
$4.8K -$861 -4 -14%
HWP
707
Highline Wealth Partners
California
$4.6K -$215 -1 -4%
CA
708
CoreCap Advisors
Michigan
$4.2K +$215 +1 +5%
CAL
709
Capital Advisors Ltd
Ohio
$4K – – –
HFM
710
Hartford Financial Management
Connecticut
$4K – – –
CH
711
Cromwell Holdings
Wyoming
$4K +$1.08K +5 +33%
RWM
712
RMG Wealth Management
Wisconsin
$3.78K +$4.09K +19 New
CT
713
Clearstead Trust
Maine
$3.6K – – –
Vanguard National Trust
714
Vanguard National Trust
Pennsylvania
$3.2K +$3.44K +16 New
IAS
715
IMA Advisory Services
Colorado
$3K -$215 -1 -6%
BWL
716
Bogart Wealth LLC
Virginia
$2.8K +$646 +3 +27%
AWM
717
Abound Wealth Management
Tennessee
$2.8K +$3.01K +14 New
AP
718
Aspect Partners
Virginia
$2.4K – – –
AA
719
Addison Advisors
Vermont
$2.4K +$2.58K +12 New
BFPW
720
BOK Financial Private Wealth
Colorado
$2.4K +$2.58K +12 New
BHWM
721
Bay Harbor Wealth Management
Maryland
$2.2K +$215 +1 +10%
WCM
722
Winthrop Capital Management
Indiana
$2K – – –
DPW
723
DiNuzzo Private Wealth
Pennsylvania
$1.8K -$215 -1 -10%
RWM
724
Raffa Wealth Management
District of Columbia
$1.8K – – –
GWM
725
Gilpin Wealth Management
Colorado
$1.8K +$1.94K +9 New