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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
451
IMA Advisory Services
Colorado
$993 -$319 -6 -20%
RF
452
Rossby Financial
Florida
$972 +$53 +1 +4%
SIC
453
SJS Investment Consulting
Ohio
$952 -$319 -6 -21%
BFS
454
Bare Financial Services
Pennsylvania
$952 +$479 +9 +64%
PWA
455
Principia Wealth Advisory
Texas
$910 +$53 +1 +5%
RWM
456
Raffa Wealth Management
District of Columbia
$869 +$106 +2 +11%
SC
457
SouthState Corp
Florida
$869 +$1.12K +21 New
AP
458
Aspect Partners
Virginia
$828 – – –
GIA
459
GHP Investment Advisors
Colorado
$828 – – –
DPW
460
DiNuzzo Private Wealth
Pennsylvania
$787 -$479 -9 -32%
CA
461
CoreCap Advisors
Michigan
$786 +$213 +4 +27%
ACA
462
American Capital Advisory
Idaho
$745 +$904 +17 +1,700%
CFB
463
Cullen/Frost Bankers
Texas
$703 -$2.39K -45 -73%
QWM
464
Quaker Wealth Management
New Jersey
$663 +$691 +13 +433%
CSB
465
City State Bank
Iowa
$621 – – –
CWM
466
Copia Wealth Management
Oregon
$621 – – –
IAAG
467
Innovative Asset Advisors Group
Connecticut
$538 +$691 +13 New
IWS
468
Intentional Wealth Strategies
Colorado
$538 +$691 +13 New
MAM
469
Marquette Asset Management
Minnesota
$497 +$266 +5 +71%
BWL
470
Bogart Wealth LLC
Virginia
$455 +$160 +3 +38%
WA
471
WPG Advisers
Maryland
$414 -$691 -13 -57%
DF
472
Dunhill Financial
United Kingdom
$379 – – –
CA
473
Clearstead Advisors
Ohio
$332 -$1.49K -28 -78%
HFS
474
Hughes Financial Services
Virginia
$331 – – –
SEP
475
Signature Equity Partners
Ohio
$290 – – –