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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
451
Bogart Wealth LLC
Virginia
$3.69K +$3.19K +51 New
Northwestern Mutual Wealth Management
452
Northwestern Mutual Wealth Management
Wisconsin
$3.62K -$125 -2 -4%
APFP
453
Action Point Financial Planning
Michigan
$3.4K +$3.13K +50 New
CTA
454
Colonial Trust Advisors
South Carolina
$2.9K +$2.5K +40 New
BAM
455
Bellevue Asset Management
Washington
$2.9K +$2.5K +40 New
ZBNA
456
Zions Bancorporation, National Association
Utah
$2.82K -$500 -8 -17%
PWMG
457
Prestige Wealth Management Group
New Jersey
$2.53K – – –
SIC
458
SJS Investment Consulting
Ohio
$2.39K -$63 -1 -3%
SWAG
459
Spectrum Wealth Advisory Group
California
$2.32K +$2K +32 New
RWS
460
Retirement Wealth Solutions
Wisconsin
$2.17K -$250 -4 -12%
QC
461
Quent Capital
New York
$2.17K – – –
S
462
Sachetta
Massachusetts
$1.74K -$1.56K -25 -51%
MCM
463
Manchester Capital Management
Vermont
$1.74K – – –
CCMI
464
Creative Capital Management Investments
California
$1.52K +$1.31K +21 New
TM
465
Torren Management
California
$1.34K +$63 +1 +6%
QL
466
Quarry LP
New York
$1.09K -$130K -2,083 -99%
JWM
467
JPL Wealth Management
Colorado
$1.09K – – –
BHWM
468
Bay Harbor Wealth Management
Maryland
$1.09K +$188 +3 +25%
AW
469
Avion Wealth
Texas
$1K – – –
DPW
470
DiNuzzo Private Wealth
Pennsylvania
$942 – – –
AIS
471
Advocate Investing Services
Maryland
$941 – – –
JGIA
472
Jackson Grant Investment Advisers
Connecticut
$854 -$750 -12 -50%
HIA
473
HFM Investment Advisors
New Jersey
$724 +$313 +5 +100%
FC
474
Financial Consulate
Maryland
$652 – – –
CFM
475
Cornerstone Financial Management
Massachusetts
$579 +$63 +1 +14%