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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
676
SJS Investment Consulting
Ohio
$1.64K +$288 +4 +19%
HFS
677
Hughes Financial Services
Virginia
$1.57K +$1.73K +24 New
GFPC
678
Global Financial Private Client
Florida
$1.44K +$1.01K +14 +175%
WPA
679
Wealth Preservation Advisors
Tennessee
$1.44K +$1.58K +22 New
KIM
680
Kestra Investment Management
Texas
$1.12K +$1.22K +17 New
CMBA
681
C.M. Bidwell & Associates
Hawaii
$985 – – –
BFS
682
Bare Financial Services
Pennsylvania
$985 +$1.08K +15 New
HWA
683
HHM Wealth Advisors
Tennessee
$920 – – –
CFD
684
Creative Financial Designs
Indiana
$919 +$1.01K +14 New
PTC
685
Private Trust Company
Ohio
$722 – – –
OCM
686
Osterweis Capital Management
California
$657 +$719 +10 New
CPG
687
Cornerstone Planning Group
New Jersey
$595 +$719 +10 New
CSC
688
Caldwell Sutter Capital
California
$591 – – –
HWP
689
Highline Wealth Partners
California
$591 +$647 +9 New
PWA
690
Principia Wealth Advisory
Texas
$492 -$72 -1 -11%
CA
691
Continuum Advisory
Idaho
$460 – – –
CIAS
692
CBIZ Investment Advisory Services
Ohio
$460 +$503 +7 New
WW
693
Winnow Wealth
Texas
$450 +$144 +2 +40%
GA
694
GoalVest Advisory
New York
$394 +$431 +6 New
WWM
695
Wolff Wiese Magana
California
$329 – – –
WCM
696
WealthTrak Capital Management
Virginia
$329 +$359 +5 New
PWM
697
Parkworth Wealth Management
California
$328 – – –
BHWM
698
Bay Harbor Wealth Management
Maryland
$328 +$359 +5 New
AA
699
Ancora Advisors
Ohio
$263 – – –
WA
700
WestEnd Advisors
North Carolina
$263 +$216 +3 +300%