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Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
701
Capital A Wealth Management
Pennsylvania
$2.85K +$4.98K +63 New
AF
702
Advisornet Financial
Minnesota
$2.67K +$474 +6 +22%
OP
703
ORG Partners
Indiana
$2.38K +$2.29K +29 New
FMP
704
Financial Management Professionals
Texas
$2.34K
AAS
705
Ameritas Advisory Services
Nebraska
$2.2K +$2.13K +27 New
HFS
706
Hughes Financial Services
Virginia
$2.12K +$1.66K +21 +233%
CYG
707
Clean Yield Group
Vermont
$2.1K
CH
708
Cromwell Holdings
Wyoming
$2.02K +$1.26K +16 +178%
SIC
709
SJS Investment Consulting
Ohio
$1.94K -$1.42K -18 -43%
APW
710
Atlantic Private Wealth
North Carolina
$1.89K +$1.82K +23 New
DFA
711
DHJJ Financial Advisors
Illinois
$1.86K +$1.82K +23 New
TIM
712
Tortoise Investment Management
New York
$1.86K +$1.82K +23 New
SO
713
Sierra Ocean
California
$1.7K
AG
714
AmeriFlex Group
Nevada
$1.67K +$1.66K +21 New
Kayne Anderson Rudnick Investment Management
715
Kayne Anderson Rudnick Investment Management
California
$1.47K
WAS
716
Winch Advisory Services
Wisconsin
$1.47K
CPG
717
Cornerstone Planning Group
New Jersey
$1.33K +$1.03K +13 +217%
RWM
718
Rialto Wealth Management
New York
$1.29K +$79 +1 +7%
GC
719
Garde Capital
Washington
$1.21K
PWA
720
Principia Wealth Advisory
Texas
$1.13K +$237 +3 +27%
HIA
721
HFM Investment Advisors
New Jersey
$1.13K +$553 +7 +100%
HNB
722
Huntington National Bank
Ohio
$1.05K -$30.6K -387 -97%
AW
723
Avion Wealth
Texas
$1K -$316 -4 -17%
PWM
724
Parkworth Wealth Management
California
$969 +$316 +4 +50%
VWA
725
Valued Wealth Advisors
Utah
$902