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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
401
AssetMark Inc
California
$2.65K +$136 +1 +5%
WWA
402
Wealth Watch Advisors
Colorado
$2.51K +$2.58K +19 New
MAM
403
Marquette Asset Management
Minnesota
$2.38K +$2.44K +18 New
PTC
404
Private Trust Company
Ohio
$1.99K
HI
405
Harbour Investments
Wisconsin
$1.85K
PWA
406
Physician Wealth Advisors
Utah
$1.72K +$678 +5 +63%
CFG
407
Clayton Financial Group
Missouri
$1.59K +$1.63K +12 New
JWA
408
JFS Wealth Advisors
Pennsylvania
$1.46K +$271 +2 +22%
RWS
409
Retirement Wealth Solutions
Wisconsin
$1.46K +$1.49K +11 New
PWMG
410
Prestige Wealth Management Group
New Jersey
$1.32K
S
411
Sachetta
Massachusetts
$1.32K
BIA
412
Bell Investment Advisors
California
$1.19K -$407 -3 -25%
AW
413
Avion Wealth
Texas
$1K +$1.63K +12 New
RWM
414
Rialto Wealth Management
New York
$927 +$678 +5 +250%
DPW
415
DiNuzzo Private Wealth
Pennsylvania
$815 -$136 -1 -14%
SS
416
Sunbelt Securities
Texas
$794 -$407 -3 -33%
SC
417
Swan Capital
Florida
$794 +$814 +6 New
BWL
418
Bogart Wealth LLC
Virginia
$662 +$678 +5 New
SIC
419
SJS Investment Consulting
Ohio
$530 +$136 +1 +33%
BI
420
Binnacle Investments
Iowa
$529
FHC
421
First Horizon Corporation
Tennessee
$529 +$542 +4 New
HIA
422
HFM Investment Advisors
New Jersey
$397 +$136 +1 +50%
BHWM
423
Bay Harbor Wealth Management
Maryland
$396
TIM
424
Tortoise Investment Management
New York
$265
MCM
425
MV Capital Management
Maryland
$133