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Name Holding Trade Value Shares
Change
Change in
Stake
DPW
551
DiNuzzo Private Wealth
Pennsylvania
$2.37K – – –
RWM
552
Rialto Wealth Management
New York
$2.37K +$895 +12 +55%
HWP
553
Highline Wealth Partners
California
$2.23K – – –
AFC
554
Ares Financial Consulting
California
$2.16K – – –
S
555
Sachetta
Massachusetts
$2.09K – – –
HNW
556
High Note Wealth
Minnesota
$2.09K -$447 -6 -17%
CH
557
Cromwell Holdings
Wyoming
$2.09K +$1.19K +16 +114%
TCM
558
TD Capital Management
Tennessee
$2.01K – – –
AW
559
Avion Wealth
Texas
$2K +$149 +2 +7%
SWM
560
SHP Wealth Management
Massachusetts
$1.95K -$1.42K -19 -40%
BHWM
561
Bay Harbor Wealth Management
Maryland
$1.95K +$820 +11 +65%
AFG
562
Albion Financial Group
Utah
$1.88K – – –
HIA
563
HFM Investment Advisors
New Jersey
$1.75K +$895 +12 +92%
GEA
564
Glen Eagle Advisors
New Jersey
$1.74K – – –
ACA
565
Atlas Capital Advisors
Wyoming
$1.67K – – –
HFS
566
Hughes Financial Services
Virginia
$1.47K -$75 -1 -5%
PWA
567
Principia Wealth Advisory
Texas
$1.33K – – –
PWA
568
Physician Wealth Advisors
Utah
$1.26K -$2.76K -37 -67%
KG
569
Kilter Group
New York
$1.05K – – –
AF
570
Advisornet Financial
Minnesota
$1.05K +$373 +5 +50%
CI
571
CX Institutional
Indiana
$1K – – –
BLC
572
Brown, Lisle/Cummings
Rhode Island
$977 -$149 -2 -13%
IAIM
573
International Assets Investment Management
Florida
$862 – – –
BFS
574
Bare Financial Services
Pennsylvania
$837 – – –
LI
575
LRI Investments
Florida
$767 +$820 +11 New