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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
376
Raffa Wealth Management
District of Columbia
$420 +$17 +1 +3%
SIC
377
SJS Investment Consulting
Ohio
$408 +$166 +10 +50%
CJ
378
Caitlin John
Michigan
$407
FFL
379
Financial Freedom LLC
Ohio
$407
WBC
380
West Branch Capital
Massachusetts
$407
BTI
381
Blue Trust Inc
Georgia
$353 +$433 +26 New
SWM
382
SHP Wealth Management
Massachusetts
$339 -$166 -10 -29%
GWM
383
Gilpin Wealth Management
Colorado
$339 +$117 +7 +39%
AGWCA
384
Annis Gardner Whiting Capital Advisors
Florida
$339 +$416 +25 New
FFO
385
Fortitude Family Office
Arizona
$285 -$1.5K -90 -81%
SFS
386
Sunrise Financial Services
Washington
$271
RWM
387
Rialto Wealth Management
New York
$231 -$233 -14 -45%
TCM
388
TD Capital Management
Tennessee
$231
AWM
389
Abound Wealth Management
Tennessee
$163
GIA
390
GHP Investment Advisors
Colorado
$136 +$166 +10 New
AA
391
Addison Advisors
Vermont
$123
AFG
392
Albion Financial Group
Utah
$82
IRC
393
Investors Research Corp
Georgia
$68
DF
394
Dunhill Financial
United Kingdom
$59
HIA
395
HFM Investment Advisors
New Jersey
$54 -$83 -5 -56%
EP
396
Essential Partners
California
$41 -$1.11K -67 -96%
CA
397
Crewe Advisors
Utah
$41
FCAS
398
First Command Advisory Services
Texas
$27 +$33 +2 New
HNB
399
Huntington National Bank
Ohio
$14
CAM
400
Contour Asset Management
New York
-$98M -5,326,628 Closed