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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
676
Hughes Financial Services
Virginia
$1.57K +$1.73K +24 New
GFPC
677
Global Financial Private Client
Florida
$1.44K +$1.01K +14 +175%
WPA
678
Wealth Preservation Advisors
Tennessee
$1.44K +$1.58K +22 New
KIM
679
Kestra Investment Management
Texas
$1.12K +$1.22K +17 New
CMBA
680
C.M. Bidwell & Associates
Hawaii
$985
BFS
681
Bare Financial Services
Pennsylvania
$985 +$1.08K +15 New
HWA
682
HHM Wealth Advisors
Tennessee
$920
CFD
683
Creative Financial Designs
Indiana
$919 +$1.01K +14 New
PTC
684
Private Trust Company
Ohio
$722
OCM
685
Osterweis Capital Management
California
$657 +$719 +10 New
CPG
686
Cornerstone Planning Group
New Jersey
$595 +$719 +10 New
CSC
687
Caldwell Sutter Capital
California
$591
HWP
688
Highline Wealth Partners
California
$591 +$647 +9 New
PWA
689
Principia Wealth Advisory
Texas
$492 -$72 -1 -11%
CA
690
Continuum Advisory
Idaho
$460
CIAS
691
CBIZ Investment Advisory Services
Ohio
$460 +$503 +7 New
WW
692
Winnow Wealth
Texas
$450 +$144 +2 +40%
GA
693
GoalVest Advisory
New York
$394 +$431 +6 New
WWM
694
Wolff Wiese Magana
California
$329
WCM
695
WealthTrak Capital Management
Virginia
$329 +$359 +5 New
PWM
696
Parkworth Wealth Management
California
$328
BHWM
697
Bay Harbor Wealth Management
Maryland
$328 +$359 +5 New
AA
698
Ancora Advisors
Ohio
$263
WA
699
WestEnd Advisors
North Carolina
$263 +$216 +3 +300%
HIA
700
HFM Investment Advisors
New Jersey
$197 +$216 +3 New