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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
651
Prestige Wealth Management Group
New Jersey
$1.36K
SN
652
Sittner & Nelson
Oregon
$1.36K +$1.29K +50 New
RWM
653
Raffa Wealth Management
District of Columbia
$1.31K
BBPWM
654
Blue Bell Private Wealth Management
Pennsylvania
$1.23K
SC
655
Schubert & Co
Texas
$1.2K -$26 -1 -2%
ARS
656
Adirondack Retirement Specialists
New York
$1.12K
HFM
657
Hartford Financial Management
Connecticut
$1.09K
KFS
658
Kelly Financial Services
Massachusetts
$1.01K
ADL
659
Asset Dedication LLC
California
$1K
FMP
660
Financial Management Professionals
Texas
$1K
MFA
661
McClarren Financial Advisors
Pennsylvania
$1K
VF
662
VitalStone Financial
Texas
$1K +$26 +1 +3%
SFG
663
Steward Financial Group
Texas
$1K +$777 +30 +136%
IFAM
664
Institutional & Family Asset Management
Colorado
$954
MTIC
665
Missouri Trust & Investment Company
Missouri
$954
Kayne Anderson Rudnick Investment Management
666
Kayne Anderson Rudnick Investment Management
California
$900 +$855 +33 New
BWM
667
BerganKDV Wealth Management
Minnesota
$737
WWM
668
Wolff Wiese Magana
California
$655
MA
669
Montag & Associates
Georgia
$573
DWA
670
Delos Wealth Advisors
Texas
$546
WWP
671
WR Wealth Planners
Missouri
$545 +$518 +20 New
CWP
672
Concord Wealth Partners
Virginia
$382
DI
673
Disciplined Investments
Oklahoma
$382 +$78 +3 +27%
BA
674
Bellwether Advisors
Nebraska
$327 +$311 +12 New
FFL
675
Financial Freedom LLC
Ohio
$313