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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Abound Wealth Management
Tennessee
$947
NL
502
NVWM LLC
Pennsylvania
$817 +$414 +10 +100%
CT
503
Colonial Trust
South Carolina
$776 +$580 +14 +280%
SRCM
504
Signature Resources Capital Management
California
$653 +$663 +16 New
CWP
505
Clark Wealth Partners
Illinois
$612 +$83 +2 +15%
BIA
506
Bell Investment Advisors
California
$572
ACA
507
American Capital Advisory
Idaho
$572 +$580 +14 New
TIM
508
Tortoise Investment Management
New York
$531 +$538 +13 New
HFS
509
Hughes Financial Services
Virginia
$498 +$538 +13 New
AWM
510
Activest Wealth Management
Florida
$490 -$83 -2 -14%
WA
511
Whipplewood Advisors
Colorado
$449 -$124 -3 -21%
PWA
512
Principia Wealth Advisory
Texas
$449 +$41 +1 +10%
SIS
513
Sound Income Strategies
Florida
$408 +$414 +10 New
SO
514
Sierra Ocean
California
$339
MFT
515
Moisand Fitzgerald Tamayo
Florida
$327
ZBNA
516
Zions Bancorporation, National Association
Utah
$286
PWAM
517
Private Wealth Asset Management
Iowa
$245 -$1.24K -30 -83%
PWM
518
Parkworth Wealth Management
California
$245 +$248 +6 New
CFD
519
Creative Financial Designs
Indiana
$204
HNW
520
High Note Wealth
Minnesota
$122
AAS
521
Ameritas Advisory Services
Nebraska
$122 +$124 +3 New
BCWM
522
Bartlett & Co Wealth Management
Ohio
$122 +$124 +3 New
TWD
523
True Wealth Design
Ohio
$82
KWM
524
Kiker Wealth Management
Georgia
$21 -$282K -6,813 -100%
RWS
525
Retirement Wealth Solutions
Wisconsin
$17