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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
676
Venturi Wealth Management
Texas
$1.21K +$940 +90 New
VF
677
VitalStone Financial
Texas
$1.19K -$219 -21 -19%
LIA
678
Lynx Investment Advisory
District of Columbia
$1.06K +$826 +79 New
RF
679
Robinswood Financial
Washington
$1.06K -$784 -75 -49%
AA
680
AlphaMark Advisors
Kentucky
$1K – – –
FCG
681
Financial Connections Group
California
$1K – – –
HFS
682
Hantz Financial Services
Michigan
$1K +$355 +34 +45%
CFFP
683
Center for Financial Planning
Michigan
$980 +$21 +2 +3%
AssetMark Inc
684
AssetMark Inc
California
$944 +$731 +70 New
TC
685
Trust Company
Kansas
$872 +$679 +65 New
RWM
686
Raffa Wealth Management
District of Columbia
$859 – – –
CFO
687
CVA Family Office
Colorado
$845 +$596 +57 +950%
BWM
688
Bullock Wealth Management
Indiana
$835 – – –
Kayne Anderson Rudnick Investment Management
689
Kayne Anderson Rudnick Investment Management
California
$830 – – –
HI
690
Hoey Investments
Pennsylvania
$792 +$157 +15 +34%
CPG
691
Cornerstone Planning Group
New Jersey
$746 – – –
HPC
692
HM Payson & Co
Maine
$739 +$157 +15 +38%
OWA
693
Opal Wealth Advisors
New York
$685 +$533 +51 New
BCPWM
694
Bradley & Co Private Wealth Management
Florida
$684 – – –
NMG
695
New Millennium Group
Utah
$671 -$933K -89,260 -100%
BCM
696
Blume Capital Management
California
$671 – – –
RCM
697
Raleigh Capital Management
North Carolina
$605 – – –
BBPWM
698
Blue Bell Private Wealth Management
Pennsylvania
$550 – – –
GJIA
699
Glass Jacobson Investment Advisors
Maryland
$537 – – –
LG
700
LAM Group
Oregon
$537 +$418 +40 New