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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
501
Tortoise Investment Management
New York
$2.18K +$41 +1 +2%
AWM
502
Activest Wealth Management
Florida
$2.06K +$41 +1 +2%
CCM
503
Cloud Capital Management
Washington
$2K +$2.69K +66 New
Kayne Anderson Rudnick Investment Management
504
Kayne Anderson Rudnick Investment Management
California
$1.98K
FNWA
505
Financial Network Wealth Advisors
Utah
$1.94K
BGAI
506
Bruce G. Allen Investments
Colorado
$1.9K -$734 -18 -28%
PWMG
507
Private Wealth Management Group
New Jersey
$1.86K
NS
508
NBC Securities
Alabama
$1.78K +$41 +1 +2%
CH
509
Cromwell Holdings
Wyoming
$1.7K
AIC
510
Archer Investment Corporation
Indiana
$1.61K
GWSG
511
GPS Wealth Strategies Group
Colorado
$1.57K
PWA
512
Physician Wealth Advisors
Utah
$1.41K +$1.43K +35 New
SIC
513
SJS Investment Consulting
Ohio
$1.25K +$163 +4 +15%
VWA
514
Valued Wealth Advisors
Utah
$1.16K +$82 +2 +7%
CPG
515
Cornerstone Planning Group
New Jersey
$1.12K -$1.1K -27 -75%
MCM
516
MV Capital Management
Maryland
$1.09K -$82 -2 -7%
BI
517
Binnacle Investments
Iowa
$1.05K
CAL
518
Capital Advisors Ltd
Ohio
$1K
PIM
519
Plato Investment Management
Australia
$962 -$394K -9,652 -100%
RWS
520
Retirement Wealth Solutions
Wisconsin
$929 -$4.53K -111 -83%
WWA
521
Wealth Watch Advisors
Colorado
$888 +$897 +22 New
HIA
522
HFM Investment Advisors
New Jersey
$848 +$122 +3 +17%
SC
523
SouthState Corp
Florida
$808 -$4.69K -115 -85%
BIA
524
Bell Investment Advisors
California
$808
BHWM
525
Bay Harbor Wealth Management
Maryland
$807 +$163 +4 +25%