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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
751
Private Wealth Management Group
New Jersey
$5.9K
PWA
752
Physician Wealth Advisors
Utah
$5.69K +$1.07K +5 +23%
CFO
753
CVA Family Office
Colorado
$5.47K -$13.5K -63 -71%
BIA
754
Bell Investment Advisors
California
$5.47K
BHWM
755
Bay Harbor Wealth Management
Maryland
$5.47K +$214 +1 +4%
SS
756
SBI Securities
Japan
$5.47K +$1.29K +6 +30%
HHCP
757
Hilton Head Capital Partners
South Carolina
$5.26K -$13.1K -61 -71%
DAM
758
Delta Asset Management
Tennessee
$5.26K
AFG
759
Albion Financial Group
Utah
$5.05K
MSWM
760
Mowery & Schoenfeld Wealth Management
Illinois
$4.84K
RWPA
761
Richard W. Paul & Associates
Michigan
$4.84K -$10.5K -49 -68%
SSG
762
Summit Securities Group
New York
$4.84K +$1.5K +7 +44%
QL
763
Quarry LP
New York
$4.84K +$4.93K +23 New
AAS
764
Ameritas Advisory Services
Nebraska
$4.63K +$4.72K +22 New
GGI
765
Godsey & Gibb Inc
Virginia
$4.63K +$4.72K +22 New
UFPG
766
United Financial Planning Group
New York
$4.63K +$4.72K +22 New
CIAS
767
CBIZ Investment Advisory Services
Ohio
$4.42K
WTA
768
Washington Trust Advisors
Massachusetts
$4.38K -$858 -4 -16%
CMA
769
Cedar Mountain Advisors
Oregon
$4.21K
JFG
770
JDM Financial Group
Texas
$4K
SC
771
Solstein Capital
California
$4K
HNW
772
High Note Wealth
Minnesota
$4K +$4.07K +19 New
RWM
773
Rialto Wealth Management
New York
$3.79K +$1.29K +6 +50%
CCMI
774
Creative Capital Management Investments
California
$3.79K +$3.86K +18 New
APW
775
Aventura Private Wealth
Florida
$3.37K