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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
701
Financial Management Professionals
Texas
$2.36K – – –
AF
702
Advisornet Financial
Minnesota
$2.2K +$1.62K +21 +350%
CYG
703
Clean Yield Group
Vermont
$2.12K – – –
SO
704
Sierra Ocean
California
$1.71K – – –
Kayne Anderson Rudnick Investment Management
705
Kayne Anderson Rudnick Investment Management
California
$1.48K – – –
WAS
706
Winch Advisory Services
Wisconsin
$1.47K – – –
GC
707
Garde Capital
Washington
$1.22K +$1.16K +15 New
RWM
708
Rialto Wealth Management
New York
$1.22K +$1.16K +15 New
AW
709
Avion Wealth
Texas
$1K – – –
MAS
710
MPWM Advisory Solutions
Georgia
$978 – – –
VWA
711
Valued Wealth Advisors
Utah
$905 – – –
BFS
712
Bare Financial Services
Pennsylvania
$896 +$848 +11 New
PWA
713
Principia Wealth Advisory
Texas
$846 +$77 +1 +10%
PWA
714
Physician Wealth Advisors
Utah
$815 – – –
HFS
715
Hughes Financial Services
Virginia
$738 +$694 +9 New
CH
716
Cromwell Holdings
Wyoming
$733 +$694 +9 New
PWM
717
Parkworth Wealth Management
California
$652 – – –
HIA
718
HFM Investment Advisors
New Jersey
$571 +$540 +7 New
HWP
719
Highline Wealth Partners
California
$489 +$463 +6 New
BHWM
720
Bay Harbor Wealth Management
Maryland
$488 +$463 +6 New
CPG
721
Cornerstone Planning Group
New Jersey
$472 +$463 +6 New
RJA
722
Ross\Johnson & Associates
Minnesota
$407 +$385 +5 New
MCM
723
MV Capital Management
Maryland
$245 – – –
ACA
724
American Capital Advisory
Idaho
$245 +$231 +3 New
RWM
725
Ruedi Wealth Management
Illinois
$163 – – –