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Name Holding Trade Value Shares
Change
Change in
Stake
EP
501
Essential Partners
California
$1.02K -$321 -57 -27%
BCM
502
Boreal Capital Management
Florida
$1K – – –
CFG
503
CKW Financial Group
Hawaii
$1K – – –
TC
504
Truvestments Capital
Florida
$995 – – –
CMBA
505
C.M. Bidwell & Associates
Hawaii
$955 – – –
DPW
506
DiNuzzo Private Wealth
Pennsylvania
$955 +$310 +55 +62%
TF
507
Tompkins Financial
New York
$902 +$766 +136 New
CFFP
508
Center for Financial Planning
Michigan
$862 – – –
Compagnie Lombard Odier SCmA
509
Compagnie Lombard Odier SCmA
Switzerland
$848 – – –
WSCM
510
Wellington Shields Capital Management
New York
$796 – – –
RWM
511
Rialto Wealth Management
New York
$683 +$84 +15 +17%
OWP
512
ORG Wealth Partners
Texas
$663 – – –
JWM
513
JPL Wealth Management
Colorado
$630 +$535 +95 New
EWM
514
Evermay Wealth Management
Virginia
$604 – – –
WCM
515
Westend Capital Management
California
$517 – – –
SVCP
516
Silicon Valley Capital Partners
California
$511 +$434 +77 New
SIS
517
Strategic Investment Solutions
Illinois
$464 – – –
RIAS
518
Rachor Investment Advisory Services
Michigan
$451 +$383 +68 New
VWM
519
Vermillion Wealth Management
Minnesota
$391 +$332 +59 New
HIA
520
HFM Investment Advisors
New Jersey
$385 – – –
Groupe la Francaise
521
Groupe la Francaise
France
$384 – – –
CFP
522
Comprehensive Financial Planning
Pennsylvania
$379 – – –
KG
523
Kilter Group
New York
$305 -$3.46K -615 -93%
Bank Julius Baer & Co
524
Bank Julius Baer & Co
Switzerland
$278 – – –
CAM
525
Chesapeake Asset Management
New York
$258 – – –