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Name Holding Trade Value Shares
Change
Change in
Stake
APFP
301
Action Point Financial Planning
Michigan
$2.22K +$2.19K +39 New
FFO
302
Fortitude Family Office
Arizona
$2.16K -$843 -15 -30%
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$2.16K – – –
KG
304
Kilter Group
New York
$2.1K +$56 +1 +3%
RF
305
Robinswood Financial
Washington
$1.23K – – –
PWA
306
Physician Wealth Advisors
Utah
$1.11K -$1.01K -18 -50%
BCV
307
Banque Cantonale Vaudoise
Switzerland
$1K – – –
WA
308
WPG Advisers
Maryland
$863 -$3.6K -64 -82%
CCMI
309
Creative Capital Management Investments
California
$802 +$731 +13 New
PMFA
310
Plante Moran Financial Advisors
Michigan
$802 +$731 +13 New
BHWM
311
Bay Harbor Wealth Management
Maryland
$740 +$450 +8 +200%
AW
312
Ankerstar Wealth
Texas
$617 -$225 -4 -29%
DPW
313
DiNuzzo Private Wealth
Pennsylvania
$617 +$169 +3 +43%
GWM
314
Gilpin Wealth Management
Colorado
$432 – – –
HIA
315
HFM Investment Advisors
New Jersey
$371 +$169 +3 +100%
RWM
316
Rialto Wealth Management
New York
$309 – – –
TC
317
Trust Company
Kansas
$308 – – –
DCM
318
Davis Capital Management
Florida
$247 +$225 +4 New
LI
319
LRI Investments
Florida
$185 +$169 +3 New
ACA
320
American Capital Advisory
Idaho
$124 -$169 -3 -60%
AWM
321
Abound Wealth Management
Tennessee
$124 -$56 -1 -33%
Walleye Capital
322
Walleye Capital
New York
$123 -$195K -3,466 -100%
DF
323
DecisionPoint Financial
Arizona
$66 +$56 +1 New
1IA
324
1620 Investment Advisors
Massachusetts
$62 – – –
GIA
325
GHP Investment Advisors
Colorado
$62 – – –