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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
401
Golden State Wealth Management
California
$3.45K
BWL
402
Bogart Wealth LLC
Virginia
$3.45K +$368 +1 +11%
JWM
403
JPL Wealth Management
Colorado
$3.45K +$3.68K +10 New
WA
404
Westfuller Advisors
New York
$2.72K -$368 -1 -11%
TWD
405
True Wealth Design
Ohio
$2.42K
BWA
406
Basecamp Wealth Advisors
Washington
$2.42K -$1.1K -3 -30%
HFS
407
Hughes Financial Services
Virginia
$2.42K
MCM
408
Manchester Capital Management
Vermont
$2.07K
HWP
409
Highline Wealth Partners
California
$2.07K
CA
410
Clearstead Advisors
Ohio
$1.73K -$5.52K -15 -75%
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$1.73K +$1.84K +5 New
DF
412
DecisionPoint Financial
Arizona
$1.38K
IA
413
IFP Advisors
Florida
$1.38K -$368 -1 -20%
CMA
414
Cedar Mountain Advisors
Oregon
$1.38K
PWA
415
Physician Wealth Advisors
Utah
$1.04K
KG
416
Kilter Group
New York
$1.04K +$368 +1 +50%
KFAS
417
Keating Financial Advisory Services
Kansas
$1.04K
QL
418
Quarry LP
New York
$1.04K +$1.1K +3 New
GFA
419
Godfrey Financial Associates
New York
$691
HI
420
Harbour Investments
Wisconsin
$691 +$368 +1 +100%
S
421
Sachetta
Massachusetts
$691 +$736 +2 New
SWM
422
SHP Wealth Management
Massachusetts
$691 +$736 +2 New
RF
423
Rossby Financial
Florida
$354 +$368 +1 New
PWMG
424
Prestige Wealth Management Group
New Jersey
$346 +$368 +1 New
NSIM
425
North Star Investment Management
Illinois
$345 +$368 +1 New