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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1851
Toth Financial Advisory
Virginia
$16.4K +$19K +80 New
DWM
1852
Dogwood Wealth Management
Kansas
$15.6K -$711 -3 -4%
TCA
1853
Trifecta Capital Advisors
Illinois
$15.4K – – –
LC
1854
Lavaca Capital
Texas
$15.2K – – –
FPB
1855
First PREMIER Bank
South Dakota
$15K – – –
POIA
1856
Pin Oak Investment Advisors
Texas
$15K – – –
KG
1857
Kilter Group
New York
$15K -$75.8K -320 -81%
KFP
1858
Kerr Financial Planning
California
$15K – – –
MAM
1859
Morse Asset Management
Connecticut
$14.4K -$41.5K -175 -71%
AIM
1860
Axiom Investment Management
New York
$14.1K +$16.3K +69 New
AWM
1861
Aberdeen Wealth Management
Illinois
$13.9K +$16.1K +68 New
JGIA
1862
Jackson Grant Investment Advisers
Connecticut
$13.9K – – –
WTA
1863
Washington Trust Advisors
Massachusetts
$13.9K +$711 +3 +5%
JWA
1864
JFS Wealth Advisors
Pennsylvania
$13.7K -$220K -929 -93%
GJIA
1865
Glass Jacobson Investment Advisors
Maryland
$13.5K – – –
NECFA
1866
New England Capital Financial Advisors
Connecticut
$13.3K – – –
MDCM
1867
Morgan Dempsey Capital Management
Wisconsin
$13.3K +$15.4K +65 New
SWP
1868
Strategic Wealth Partners
Ohio
$12.7K -$1.66K -7 -10%
BC
1869
Broadwater Capital
Massachusetts
$12.7K – – –
RF
1870
Robinswood Financial
Washington
$12.3K – – –
SFS
1871
Sunrise Financial Services
Washington
$11.9K – – –
HIA
1872
Highland Investment Advisors
Florida
$11.9K +$13.7K +58 New
NRG
1873
Nemes Rush Group
Michigan
$11.7K – – –
SC
1874
Steph & Co
Wisconsin
$11.5K -$948 -4 -7%
VEA
1875
Virtus ETF Advisers
New York
$11.3K – – –