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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
576
Raffa Wealth Management
District of Columbia
$2.65K -$1.49K -8 -35%
CTWM
577
Cherry Tree Wealth Management
Minnesota
$2.65K +$2.79K +15 New
HWM
578
HighMark Wealth Management
Minnesota
$2.47K +$186 +1 +8%
MA
579
MCF Advisors
Kentucky
$2.29K -$16.2K -87 -87%
DF
580
DecisionPoint Financial
Arizona
$2.29K
BFS
581
Bare Financial Services
Pennsylvania
$2.12K +$2.23K +12 New
PPA
582
Painted Porch Advisors
California
$2.12K +$2.23K +12 New
MIM
583
Marshall Investment Management
Colorado
$1.94K +$2.05K +11 New
TCM
584
Tradewinds Capital Management
Washington
$1.77K -$1.12K -6 -38%
M
585
MOTCO
Texas
$1.76K
EWM
586
Evermay Wealth Management
Virginia
$1.41K
GIA
587
GHP Investment Advisors
Colorado
$1.41K
PCM
588
Perritt Capital Management
Illinois
$1.41K +$1.49K +8 New
RWM
589
Ruedi Wealth Management
Illinois
$1.24K
MFS
590
Mattson Financial Services
Michigan
$1.24K +$1.3K +7 New
OP
591
ORG Partners
Indiana
$1.05K +$1.12K +6 New
AW
592
Avion Wealth
Texas
$1K
CI
593
CX Institutional
Indiana
$1K +$931 +5 New
HNW
594
High Note Wealth
Minnesota
$883 -$8.38K -45 -90%
Kayne Anderson Rudnick Investment Management
595
Kayne Anderson Rudnick Investment Management
California
$883 -$5.21K -28 -85%
W
596
WealthCollab
Washington
$883 -$4.47K -24 -83%
MAS
597
MPWM Advisory Solutions
Georgia
$883
BLC
598
Brown, Lisle/Cummings
Rhode Island
$883 +$931 +5 New
FCAS
599
First Command Advisory Services
Texas
$883 +$931 +5 New
SIC
600
SJS Investment Consulting
Ohio
$883 +$931 +5 New