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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
476
Raffa Wealth Management
District of Columbia
$1.41K
CSWM
477
Cassady Schiller Wealth Management
Ohio
$1.19K +$1.14K +16 New
SS
478
SBI Securities
Japan
$1.19K +$1.14K +16 New
RIL
479
Rothschild Investment LLC
Illinois
$1.11K
CWM
480
Copia Wealth Management
Oregon
$1.11K +$1.07K +15 New
VWA
481
Valued Wealth Advisors
Utah
$1.04K
CFO
482
CVA Family Office
Colorado
$889
FP
483
Financial Perspectives
Minnesota
$815
DRP
484
Decker Retirement Planning
Utah
$741 +$715 +10 New
PWA
485
Principia Wealth Advisory
Texas
$741 +$715 +10 New
T
486
Transce3nd
Texas
$741 +$715 +10 New
DF
487
Dunhill Financial
United Kingdom
$723 -$1.43K -20 -67%
BGAI
488
Bruce G. Allen Investments
Colorado
$666
GFPC
489
Global Financial Private Client
Florida
$666 +$643 +9 New
LP
490
LMR Partners
United Kingdom
$444 +$429 +6 New
WCM
491
WealthTrak Capital Management
Virginia
$371 +$357 +5 New
CB
492
CNB Bank
Pennsylvania
$370
PWM
493
Parkworth Wealth Management
California
$370 +$357 +5 New
QC
494
Quent Capital
New York
$222 +$214 +3 New
HWA
495
HHM Wealth Advisors
Tennessee
$149 +$143 +2 New
MCM
496
MV Capital Management
Maryland
$75
AWM
497
Activest Wealth Management
Florida
$74 +$71 +1 New
GSWM
498
Golden State Wealth Management
California
$74 +$71 +1 New
HMCP
499
Hook Mill Capital Partners
New York
-$16M -250,940 Closed
NCL
500
Nishkama Capital LLC
Puerto Rico
-$13.7M -215,090 Closed