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Name Holding Trade Value Shares
Change
Change in
Stake
BCH
701
Berkshire Capital Holdings
California
$787 – – –
GEA
702
Glen Eagle Advisors
New Jersey
$787 – – –
ME
703
McIlrath & Eck
Washington
$787 – – –
CCWM
704
Cassaday & Co Wealth Management
Virginia
$709 +$747 +9 New
PWA
705
Physician Wealth Advisors
Utah
$630 -$10.4K -125 -94%
CTA
706
Colonial Trust Advisors
South Carolina
$551 – – –
MCM
707
MV Capital Management
Maryland
$473 +$415 +5 +500%
BFS
708
Bare Financial Services
Pennsylvania
$472 -$166 -2 -25%
BWL
709
Bogart Wealth LLC
Virginia
$472 – – –
DWM
710
Darwin Wealth Management
Florida
$472 – – –
CIAM
711
Caitong International Asset Management
Hong Kong
$472 +$498 +6 New
VWM
712
Vermillion Wealth Management
Minnesota
$472 +$498 +6 New
AUB
713
Atlantic Union Bankshares
Virginia
$394 -$1.49K -18 -78%
CMA
714
Cedar Mountain Advisors
Oregon
$394 – – –
JFGIW
715
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$394 – – –
KG
716
Kilter Group
New York
$394 – – –
T
717
Tidemark
California
$394 – – –
QWM
718
Quaker Wealth Management
New Jersey
$394 +$249 +3 +150%
DF
719
DecisionPoint Financial
Arizona
$315 – – –
WA
720
WPG Advisers
Maryland
$315 – – –
BHWM
721
Beaird Harris Wealth Management
Texas
$241 – – –
VFM
722
Vision Financial Markets
Connecticut
$237 – – –
HIA
723
HFM Investment Advisors
New Jersey
$236 -$415 -5 -63%
ACM
724
Anfield Capital Management
California
$236 – – –
SA
725
Seneschal Advisors
Washington
$158 -$83 -1 -33%