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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
Evermay Wealth Management
Virginia
$1.53K
GIA
602
GHP Investment Advisors
Colorado
$1.53K
PCM
603
Perritt Capital Management
Illinois
$1.53K
DF
604
Dunhill Financial
United Kingdom
$1.49K +$1.13K +6 +300%
CIAM
605
Caitong International Asset Management
Hong Kong
$1.34K -$7.16K -38 -84%
AW
606
Avion Wealth
Texas
$1K
NWM
607
Navigoe Wealth Management
California
$1K +$1.51K +8 New
SIC
608
SJS Investment Consulting
Ohio
$956
BLC
609
Brown, Lisle/Cummings
Rhode Island
$955
FCAS
610
First Command Advisory Services
Texas
$955
Kayne Anderson Rudnick Investment Management
611
Kayne Anderson Rudnick Investment Management
California
$955
MAS
612
MPWM Advisory Solutions
Georgia
$955
WWA
613
Wealth Watch Advisors
Colorado
$955 +$942 +5 New
TFM
614
TFC Financial Management
Massachusetts
$765
KA
615
Kozak & Associates
Colorado
$726
BMC
616
Bear Mountain Capital
Washington
$606 +$565 +3 New
HI
617
Horizon Investments
North Carolina
$573
GWSA
618
Global Wealth Strategies & Associates
Colorado
$573 +$565 +3 New
GA
619
Guerra Advisors
Florida
$415 +$377 +2 New
AWM
620
Activest Wealth Management
Florida
$382
RA
621
Rise Advisors
New York
$309
AGWCA
622
Annis Gardner Whiting Capital Advisors
Florida
$192 -$4.9K -26 -96%
HNW
623
High Note Wealth
Minnesota
$191 -$754 -4 -80%
GFWA
624
Grey Fox Wealth Advisors
Delaware
$191 +$188 +1 New
CRC
625
Curi RMB Capital
Illinois
-$5.01M -29,095 Closed