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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
326
Bell Investment Advisors
California
$2.63K -$551 -5 -19%
BCWM
327
Bartlett & Co Wealth Management
Ohio
$2.62K
WA
328
Westfuller Advisors
New York
$2.62K
RF
329
Rossby Financial
Florida
$2.37K +$1.76K +16 +400%
TPWA
330
Twin Peaks Wealth Advisors
California
$2.15K +$1.98K +18 New
FFO
331
Fortitude Family Office
Arizona
$1.91K -$882 -8 -33%
MCM
332
MV Capital Management
Maryland
$1.79K +$1.65K +15 New
SS
333
SBI Securities
Japan
$1.79K -$331 -3 -17%
SGK
334
Steigerwald Gordon & Koch
Virginia
$1.79K
AssetMark Inc
335
AssetMark Inc
California
$1.55K -$4.08K -37 -74%
CSB
336
City State Bank
Iowa
$1.32K
DIP
337
DT Investment Partners
Pennsylvania
$1.2K
JWA
338
JFS Wealth Advisors
Pennsylvania
$1.08K -$6.95K -63 -88%
RWS
339
Retirement Wealth Solutions
Wisconsin
$957 -$110 -1 -11%
RWM
340
Raffa Wealth Management
District of Columbia
$837 +$110 +1 +17%
CH
341
Cromwell Holdings
Wyoming
$837 +$331 +3 +75%
GSEP
342
Golden State Equity Partners
California
$837 +$772 +7 New
HHCP
343
Hilton Head Capital Partners
South Carolina
$718 -$110 -1 -14%
GWM
344
Gilpin Wealth Management
Colorado
$718 +$331 +3 +100%
BHWM
345
Bay Harbor Wealth Management
Maryland
$717 +$551 +5 +500%
DPW
346
DiNuzzo Private Wealth
Pennsylvania
$599 +$441 +4 +400%
AIS
347
Advocate Investing Services
Maryland
$598
TFA
348
Transamerica Financial Advisors
Florida
$598 +$441 +4 +400%
IAAG
349
Innovative Asset Advisors Group
Connecticut
$598 +$551 +5 New
HIA
350
HFM Investment Advisors
New Jersey
$478 +$441 +4 New