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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
501
Bay Harbor Wealth Management
Maryland
$1.02K +$89 +5 +9%
CFM
502
Cornerstone Financial Management
Massachusetts
$1K +$536 +30 +100%
SHIM
503
Stone House Investment Management
Pennsylvania
$917 -$947 -53 -49%
PS
504
Planning Strategies
Pennsylvania
$851 +$912 +51 New
PP
505
Paladin Partners
Wisconsin
$834
NL
506
NVWM LLC
Pennsylvania
$805
HWP
507
Highline Wealth Partners
California
$801
BFS
508
Bare Financial Services
Pennsylvania
$800 +$375 +21 +78%
MWPCG
509
Measured Wealth Private Client Group
New Hampshire
$784
TF
510
Tompkins Financial
New York
$717
BW
511
Basepoint Wealth
Iowa
$693 +$18 +1 +2%
SAM
512
Smartleaf Asset Management
Massachusetts
$685
RWM
513
Raffa Wealth Management
District of Columbia
$684 +$18 +1 +3%
HIA
514
HFM Investment Advisors
New Jersey
$668 +$286 +16 +67%
DPW
515
DiNuzzo Private Wealth
Pennsylvania
$634 -$18 -1 -3%
CSC
516
Caldwell Sutter Capital
California
$617
HI
517
Hoey Investments
Pennsylvania
$601
TFA
518
Transamerica Financial Advisors
Florida
$552 -$1.3K -73 -69%
AssetMark Inc
519
AssetMark Inc
California
$534
SGFG
520
Silver Grove Financial Group
New York
$534 +$572 +32 New
FC
521
Financial Consulate
Maryland
$518
VERPA
522
Virginia Estate & Retirement Planning Advisors
Virginia
$517
SG
523
Sankala Group
Colorado
$504 +$125 +7 +25%
AWM
524
Activest Wealth Management
Florida
$484 -$15.3K -858 -97%
ACA
525
American Capital Advisory
Idaho
$484 +$215 +12 +71%