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Name Holding Trade Value Shares
Change
Change in
Stake
MLA
601
MB, Levis & Associates
Pennsylvania
$917 – – –
RWM
602
Raffa Wealth Management
District of Columbia
$917 – – –
FP
603
Financial Perspectives
Minnesota
$795 – – –
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$734 -$527 -8 -40%
PWMG
605
Prestige Wealth Management Group
New Jersey
$734 – – –
TFM
606
TFC Financial Management
Massachusetts
$734 – – –
FSWA
607
Financial Synergies Wealth Advisors
Texas
$734 +$790 +12 New
CWP
608
Concord Wealth Partners
Virginia
$673 – – –
DPW
609
DiNuzzo Private Wealth
Pennsylvania
$673 +$66 +1 +10%
CIA
610
Cape Investment Advisory
Georgia
$612 -$1.78K -27 -73%
BCH
611
Berkshire Capital Holdings
California
$612 – – –
WBC
612
West Branch Capital
Massachusetts
$612 – – –
MCM
613
MV Capital Management
Maryland
$612 +$527 +8 +400%
FFA
614
Frazier Financial Advisors
Ohio
$612 +$659 +10 New
MFG
615
Mendota Financial Group
Wisconsin
$429 – – –
CAM
616
Creekmur Asset Management
Illinois
$428 – – –
CA
617
Clearstead Advisors
Ohio
$312 -$2.31K -35 -88%
BFA
618
BBJS Financial Advisors
Washington
$306 – – –
ME
619
McIlrath & Eck
Washington
$306 – – –
TWD
620
True Wealth Design
Ohio
$306 +$66 +1 +25%
RCM
621
Raleigh Capital Management
North Carolina
$306 +$329 +5 New
OWA
622
Opal Wealth Advisors
New York
$184 +$198 +3 New
CP
623
Castleview Partners
Texas
$122 – – –
BCMLT
624
Beacon Capital Management LLC (Tennessee)
Tennessee
$61 – – –
AssetMark Inc
625
AssetMark Inc
California
$61 +$66 +1 New