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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
501
Rialto Wealth Management
New York
$1.02K +$125 +8 +15%
GSWM
502
Golden State Wealth Management
California
$1.02K – – –
HWA
503
HHM Wealth Advisors
Tennessee
$984 – – –
SIC
504
SJS Investment Consulting
Ohio
$968 +$685 +44 +293%
CJ
505
Caitlin John
Michigan
$935 +$109 +7 +14%
PWA
506
Principia Wealth Advisory
Texas
$918 -$16 -1 -2%
FFO
507
Fortitude Family Office
Arizona
$901 -$7.66K -492 -90%
SG
508
Sankala Group
Colorado
$869 +$1.26K +81 New
ACA
509
American Capital Advisory
Idaho
$853 -$47 -3 -5%
CIEC
510
Crédit Industriel et Commercial
France
$820 -$46.6K -2,994 -98%
MEG
511
Millstone Evans Group
Colorado
$820 – – –
AA
512
Ancora Advisors
Ohio
$819 – – –
CH
513
Cromwell Holdings
Wyoming
$787 – – –
FP
514
Financial Perspectives
Minnesota
$787 – – –
MCM
515
MV Capital Management
Maryland
$722 +$16 +1 +2%
TCM
516
Triumph Capital Management
Colorado
$688 +$654 +42 New
DPW
517
DiNuzzo Private Wealth
Pennsylvania
$672 +$405 +26 +173%
TM
518
Torren Management
California
$672 +$638 +41 New
TFM
519
TFC Financial Management
Massachusetts
$623 – – –
NSIM
520
North Star Investment Management
Illinois
$623 +$591 +38 New
PWA
521
Physician Wealth Advisors
Utah
$607 +$576 +37 New
Nisa Investment Advisors
522
Nisa Investment Advisors
Missouri
$590 +$560 +36 New
CMBA
523
C.M. Bidwell & Associates
Hawaii
$459 – – –
SAM
524
Smartleaf Asset Management
Massachusetts
$450 +$420 +27 New
OWP
525
ORG Wealth Partners
Texas
$442 – – –