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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
801
Key Capital Management
Tennessee
$4.22K +$4.05K +17 New
EWP
802
Elevation Wealth Partners
California
$3.97K +$3.81K +16 New
CFG
803
Clayton Financial Group
Missouri
$3.73K +$2.14K +9 +150%
TM
804
Torren Management
California
$3.49K – – –
CT
805
Colonial Trust
South Carolina
$3.48K – – –
BHWM
806
Bay Harbor Wealth Management
Maryland
$3.48K +$476 +2 +17%
CT
807
Clearstead Trust
Maine
$3.23K +$2.86K +12 +1,200%
DPW
808
DiNuzzo Private Wealth
Pennsylvania
$2.98K – – –
LI
809
LRI Investments
Florida
$2.98K – – –
RWM
810
RMG Wealth Management
Wisconsin
$2.87K – – –
AIM
811
Anchor Investment Management
South Carolina
$2.48K – – –
HPC
812
HM Payson & Co
Maine
$2.48K – – –
DF
813
Dunhill Financial
United Kingdom
$2.18K -$238 -1 -11%
CFM
814
Cornerstone Financial Management
Massachusetts
$1.99K +$952 +4 +100%
BH
815
Burk Holdings
Oklahoma
$1.99K +$1.9K +8 New
BWL
816
Bogart Wealth LLC
Virginia
$1.74K -$1.9K -8 -53%
TFM
817
TFC Financial Management
Massachusetts
$1.74K – – –
RWM
818
Raffa Wealth Management
District of Columbia
$1.74K +$238 +1 +17%
RWM
819
Rialto Wealth Management
New York
$1.74K +$714 +3 +75%
PIM
820
Plato Investment Management
Australia
$1.49K – – –
PWA
821
Principia Wealth Advisory
Texas
$1.49K -$89K -374 -98%
DF
822
DecisionPoint Financial
Arizona
$1.24K – – –
TSMHT
823
Thurston Springer Miller Herd & Titak
Indiana
$1.24K – – –
P
824
Palladiem
Pennsylvania
$1.04K – – –
1CP
825
1015 Capital Partners
Pennsylvania
$993 – – –