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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
601
Venturi Wealth Management
Texas
$1.71K
LWANC
602
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.62K
GI
603
Gradient Investments
Minnesota
$1.54K -$2.42K -32 -64%
HCM
604
Hollencrest Capital Management
California
$1.45K
TCA
605
Trifecta Capital Advisors
Illinois
$1.37K
CFO
606
CVA Family Office
Colorado
$1.37K
VAG
607
VisionPoint Advisory Group
Texas
$1.37K
AFG
608
Albion Financial Group
Utah
$1.28K
CFFP
609
Center for Financial Planning
Michigan
$1.2K
MA
610
MCF Advisors
Kentucky
$1.2K
MSG
611
Main Street Group
Virginia
$1.19K +$909 +12 +600%
AAG
612
Armstrong Advisory Group
Massachusetts
$1.16K
TFM
613
TFC Financial Management
Massachusetts
$1.12K
DF
614
Dunhill Financial
United Kingdom
$1.06K +$152 +2 +20%
HNB
615
Hilltop National Bank
Wyoming
$1.02K +$909 +12 New
WWP
616
WR Wealth Planners
Missouri
$1.02K +$909 +12 New
VNA
617
Valley National Advisers
Pennsylvania
$1K +$76 +1 +5%
CAL
618
Capital Advisors Ltd
Ohio
$1K +$682 +9 New
TWC
619
TD Waterhouse Canada
Ontario, Canada
$999 +$909 +12 New
TWD
620
True Wealth Design
Ohio
$940 +$379 +5 +83%
MAWCM
621
Mine & Arao Wealth Creation & Management
California
$940 +$834 +11 New
FGA
622
Fortis Group Advisors
New Jersey
$769 -$682 -9 -50%
PTC
623
Private Trust Company
Ohio
$684 -$455 -6 -43%
DAM
624
Delta Asset Management
Tennessee
$684
EWP
625
Elevation Wealth Partners
California
$599 +$531 +7 New