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Name Holding Trade Value Shares
Change
Change in
Stake
CFM
701
Cornerstone Financial Management
Massachusetts
$6.73K +$1.75K +26 +28%
AWM
702
Abound Wealth Management
Tennessee
$6.56K -$67 -1 -0.9%
CH
703
Cromwell Holdings
Wyoming
$6.28K +$1.68K +25 +29%
HFM
704
Hartford Financial Management
Connecticut
$6.05K -$3.96K -59 -36%
S
705
Sachetta
Massachusetts
$6.05K -$1.01K -15 -12%
RMC
706
Resources Management Corp
Connecticut
$6K
SIC
707
Salem Investment Counselors
North Carolina
$6K +$7.12K +106 New
NFSG
708
Newbridge Financial Services Group
Florida
$5.94K +$7.05K +105 New
DF
709
DecisionPoint Financial
Arizona
$5.88K
RIAS
710
Rachor Investment Advisory Services
Michigan
$5.71K +$873 +13 +15%
GK
711
Graney & King
New York
$5.66K
PWMG
712
Private Wealth Management Group
New Jersey
$5.66K
DWM
713
Dogwood Wealth Management
Kansas
$5.43K +$201 +3 +3%
KFAS
714
Keating Financial Advisory Services
Kansas
$5.32K -$2.96K -44 -32%
WA
715
WPG Advisers
Maryland
$5.26K -$2.75K -41 -31%
BWL
716
Bogart Wealth LLC
Virginia
$5.09K +$2.48K +37 +70%
MAM
717
Marquette Asset Management
Minnesota
$5.03K -$672 -10 -10%
FFA
718
Frazier Financial Advisors
Ohio
$5.03K
JWA
719
JFS Wealth Advisors
Pennsylvania
$4.98K -$1.54K -23 -21%
CT
720
Clearstead Trust
Maine
$4.92K -$1.68K -25 -22%
SL
721
Salomon & Ludwin
Virginia
$4.69K -$22.2K -331 -81%
FP
722
Financial Perspectives
Minnesota
$4.64K +$134 +2 +3%
ACM
723
Aster Capital Management
United Arab Emirates
$4.61K +$5.3K +79 New
RWM
724
Raffa Wealth Management
District of Columbia
$4.47K
MWA
725
Medallion Wealth Advisors
Connecticut
$4.24K -$1.01K -15 -17%