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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
326
High Note Wealth
Minnesota
$4.52K +$1.85K +8 +114%
AW
327
Avion Wealth
Texas
$4K +$464 +2 +17%
MCM
328
MAI Capital Management
Ohio
$3.62K
AAG
329
Armstrong Advisory Group
Massachusetts
$3.31K
BIA
330
Bell Investment Advisors
California
$3.01K -$464 -2 -17%
AGWCA
331
Annis Gardner Whiting Capital Advisors
Florida
$3.01K
JWM
332
JPL Wealth Management
Colorado
$3.01K +$2.32K +10 New
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$3.01K
WA
334
Westfuller Advisors
New York
$2.83K +$2.09K +9 New
BWL
335
Bogart Wealth LLC
Virginia
$2.71K
FNWA
336
Financial Network Wealth Advisors
Utah
$2.71K
CT
337
Clearstead Trust
Maine
$2.41K
HFS
338
Hughes Financial Services
Virginia
$2.25K
TWD
339
True Wealth Design
Ohio
$2.11K +$695 +3 +75%
HWP
340
Highline Wealth Partners
California
$1.81K
TCM
341
TD Capital Management
Tennessee
$1.81K
PS
342
Principal Securities
Iowa
$1.21K
TIM
343
Tortoise Investment Management
New York
$1.21K +$232 +1 +33%
CMA
344
Cedar Mountain Advisors
Oregon
$1.21K +$927 +4 New
DF
345
DecisionPoint Financial
Arizona
$1.18K
IA
346
IFP Advisors
Florida
$603 +$464 +2 New
PWA
347
Physician Wealth Advisors
Utah
$603 +$464 +2 New
AWM
348
Abound Wealth Management
Tennessee
$302
TFM
349
TFC Financial Management
Massachusetts
$302
Blackstone Inc
350
Blackstone Inc
New York
-$17M -80,000 Closed