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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
651
Rialto Wealth Management
New York
$1.86K +$407 +5 +29%
RS
652
Rakuten Securities
Japan
$1.69K +$814 +10 +100%
DPW
653
DiNuzzo Private Wealth
Pennsylvania
$1.68K
BIA
654
Bell Investment Advisors
California
$1.44K -$977 -12 -41%
SL
655
Salomon & Ludwin
Virginia
$1.22K +$1.14K +14 New
TCA
656
Trifecta Capital Advisors
Illinois
$1.18K
PWA
657
Physician Wealth Advisors
Utah
$1.1K +$1.06K +13 New
RWM
658
Raffa Wealth Management
District of Columbia
$1.1K
PWA
659
Principia Wealth Advisory
Texas
$1.1K +$244 +3 +30%
TIM
660
Tortoise Investment Management
New York
$1.1K +$244 +3 +30%
SFCL
661
Strengthening Families & Communities LLC
Massachusetts
$1.1K +$1.06K +13 New
HIA
662
HFM Investment Advisors
New Jersey
$1.01K
BHWM
663
Bay Harbor Wealth Management
Maryland
$1.01K +$81 +1 +9%
PMAM
664
Picton Mahoney Asset Management
Ontario, Canada
$1K
GA
665
Guerra Advisors
Florida
$845 +$814 +10 New
AWM
666
Activest Wealth Management
Florida
$760 +$244 +3 +50%
CPG
667
Cornerstone Planning Group
New Jersey
$757 +$651 +8 +47%
VWA
668
Valued Wealth Advisors
Utah
$678
TCM
669
TD Capital Management
Tennessee
$677
CSC
670
Caldwell Sutter Capital
California
$676
QWM
671
Quaker Wealth Management
New Jersey
$592
DF
672
Dunhill Financial
United Kingdom
$512 -$81 -1 -14%
BWL
673
Bogart Wealth LLC
Virginia
$507 +$489 +6 New
NSIM
674
North Star Investment Management
Illinois
$507 +$489 +6 New
WW
675
Winnow Wealth
Texas
$425 +$407 +5 New