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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
501
Valued Wealth Advisors
Utah
$956
BFS
502
Bare Financial Services
Pennsylvania
$955 -$434 -6 -30%
WWA
503
Wealth Watch Advisors
Colorado
$955 +$1.01K +14 New
CFM
504
Cornerstone Financial Management
Massachusetts
$887 +$941 +13 New
ACA
505
Atlas Capital Advisors
Wyoming
$750 +$797 +11 New
FNWA
506
Financial Network Wealth Advisors
Utah
$682
DF
507
Dunhill Financial
United Kingdom
$625 +$652 +9 New
HIA
508
HFM Investment Advisors
New Jersey
$614 -$145 -2 -18%
BGAI
509
Bruce G. Allen Investments
Colorado
$614
1CP
510
1015 Capital Partners
Pennsylvania
$614 +$652 +9 New
NRG
511
Nemes Rush Group
Michigan
$614 +$652 +9 New
BWL
512
Bogart Wealth LLC
Virginia
$546
HFS
513
Hughes Financial Services
Virginia
$546
MAM
514
Marquette Asset Management
Minnesota
$478 -$1.3K -18 -72%
SEP
515
Signature Equity Partners
Ohio
$478 +$507 +7 New
RWS
516
Retirement Wealth Solutions
Wisconsin
$410 -$652 -9 -60%
SRCM
517
Signature Resources Capital Management
California
$409 +$434 +6 New
TPBG
518
Turning Point Benefit Group
Maryland
$272
SA
519
Seneschal Advisors
Washington
$205 -$72 -1 -25%
Kayne Anderson Rudnick Investment Management
520
Kayne Anderson Rudnick Investment Management
California
$205
QWM
521
Quaker Wealth Management
New Jersey
$205
SA
522
Strategic Advocates
Utah
$139 -$145 -2 -50%
HWP
523
Highline Wealth Partners
California
$136
EB
524
Eastern Bank
Massachusetts
$136 +$145 +2 New
ACA
525
American Capital Advisory
Idaho
$69 -$72 -1 -50%