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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
601
Bay Harbor Wealth Management
Maryland
$1.82K +$308 +4 +18%
MDA
602
Minot DeBlois Advisors
Massachusetts
$1.75K
DF
603
Dunhill Financial
United Kingdom
$1.67K
FHC
604
First Horizon Corporation
Tennessee
$1.61K
SWM
605
SHP Wealth Management
Massachusetts
$1.4K
HIA
606
HFM Investment Advisors
New Jersey
$1.26K +$694 +9 +100%
BH
607
Burk Holdings
Oklahoma
$1.19K
CIAM
608
Caitong International Asset Management
Hong Kong
$1.19K +$1.31K +17 New
HFS
609
Hughes Financial Services
Virginia
$1.12K +$308 +4 +33%
AG
610
AmeriFlex Group
Nevada
$1.12K +$1.23K +16 New
CI
611
CX Institutional
Indiana
$1K -$3.93K -51 -78%
RWM
612
Raffa Wealth Management
District of Columbia
$910 -$77 -1 -7%
IPS
613
Investors Portfolio Services
Washington
$910
FMP
614
Financial Management Professionals
Texas
$840
BWL
615
Bogart Wealth LLC
Virginia
$770 +$540 +7 +175%
OCWP
616
Owl Creek Wealth Partners
Colorado
$700
LI
617
LRI Investments
Florida
$560 +$617 +8 New
SC
618
SouthState Corp
Florida
$490
UFF
619
USA Financial Formulas
Michigan
$420
CA
620
Crewe Advisors
Utah
$350 +$386 +5 New
DF
621
DecisionPoint Financial
Arizona
$288 +$308 +4 New
M
622
MOTCO
Texas
$210 +$231 +3 New
PS
623
Planning Strategies
Pennsylvania
$210 +$231 +3 New
TFM
624
TFC Financial Management
Massachusetts
$140
MCM
625
MV Capital Management
Maryland
$70 +$77 +1 New