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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
CLOS
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
GLF
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