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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
326
Prestige Wealth Management Group
New Jersey
$2.87K +$1.21K +11 +85%
BIA
327
Bell Investment Advisors
California
$2.63K -$551 -5 -19%
BCWM
328
Bartlett & Co Wealth Management
Ohio
$2.62K – – –
WA
329
Westfuller Advisors
New York
$2.62K – – –
RF
330
Rossby Financial
Florida
$2.37K +$1.76K +16 +400%
TPWA
331
Twin Peaks Wealth Advisors
California
$2.15K +$1.98K +18 New
FFO
332
Fortitude Family Office
Arizona
$1.91K -$882 -8 -33%
MCM
333
MV Capital Management
Maryland
$1.79K +$1.65K +15 New
SS
334
SBI Securities
Japan
$1.79K -$331 -3 -17%
SGK
335
Steigerwald Gordon & Koch
Virginia
$1.79K – – –
AssetMark Inc
336
AssetMark Inc
California
$1.55K -$4.08K -37 -74%
CSB
337
City State Bank
Iowa
$1.32K – – –
DIP
338
DT Investment Partners
Pennsylvania
$1.2K – – –
JWA
339
JFS Wealth Advisors
Pennsylvania
$1.08K -$6.95K -63 -88%
RWS
340
Retirement Wealth Solutions
Wisconsin
$957 -$110 -1 -11%
RWM
341
Raffa Wealth Management
District of Columbia
$837 +$110 +1 +17%
CH
342
Cromwell Holdings
Wyoming
$837 +$331 +3 +75%
GSEP
343
Golden State Equity Partners
California
$837 +$772 +7 New
HHCP
344
Hilton Head Capital Partners
South Carolina
$718 -$110 -1 -14%
GWM
345
Gilpin Wealth Management
Colorado
$718 +$331 +3 +100%
BHWM
346
Bay Harbor Wealth Management
Maryland
$717 +$551 +5 +500%
DPW
347
DiNuzzo Private Wealth
Pennsylvania
$599 +$441 +4 +400%
AIS
348
Advocate Investing Services
Maryland
$598 – – –
TFA
349
Transamerica Financial Advisors
Florida
$598 +$441 +4 +400%
IAAG
350
Innovative Asset Advisors Group
Connecticut
$598 +$551 +5 New