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Name Holding Trade Value Shares
Change
Change in
Stake
SO
701
Sierra Ocean
California
$615 – – –
CPG
702
Cornerstone Planning Group
New Jersey
$614 +$667 +7 New
EWP
703
Elevation Wealth Partners
California
$613 – – –
LCM
704
Logan Capital Management
Pennsylvania
$525 – – –
PWM
705
Parkworth Wealth Management
California
$525 – – –
BWL
706
Bogart Wealth LLC
Virginia
$525 +$572 +6 New
GP
707
Greenline Partners
New York
$525 +$572 +6 New
RA
708
Rise Advisors
New York
$525 +$572 +6 New
CA
709
Continuum Advisory
Idaho
$437 -$1.24K -13 -72%
FGA
710
Fortis Group Advisors
New Jersey
$437 -$381 -4 -44%
BFS
711
Bare Financial Services
Pennsylvania
$437 +$477 +5 New
HFS
712
Horizon Financial Services
North Carolina
$437 +$477 +5 New
WPA
713
West Paces Advisors
Georgia
$350 – – –
HHGA
714
Halbert Hargrove Global Advisors
California
$350 +$381 +4 New
HIA
715
HFM Investment Advisors
New Jersey
$350 +$381 +4 New
BHWM
716
Bay Harbor Wealth Management
Maryland
$349 +$381 +4 New
PWAM
717
Private Wealth Asset Management
Iowa
$262 +$286 +3 New
PWA
718
Principia Wealth Advisory
Texas
$252 -$95 -1 -25%
SWA
719
SOA Wealth Advisors
New York
$183 – – –
CSC
720
Caldwell Sutter Capital
California
$175 – – –
HCM
721
Hollencrest Capital Management
California
$175 – – –
CFP
722
Comprehensive Financial Planning
Pennsylvania
$174 – – –
MAM
723
Marquette Asset Management
Minnesota
$88 +$95 +1 New
GWSG
724
GPS Wealth Strategies Group
Colorado
$87 +$95 +1 New
HWP
725
Highline Wealth Partners
California
$87 +$95 +1 New