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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
701
Key Financial Inc
Pennsylvania
$2.94K – – –
GTAM
702
Global Trust Asset Management
Florida
$2.85K +$2.87K +32 New
RWM
703
Raffa Wealth Management
District of Columbia
$2.67K – – –
VFM
704
Vision Financial Markets
Connecticut
$2.58K +$2.6K +29 New
AWM
705
Abound Wealth Management
Tennessee
$2.32K -$627 -7 -21%
BAM
706
Bellevue Asset Management
Washington
$2.23K – – –
TIM
707
Tortoise Investment Management
New York
$1.94K – – –
MCM
708
MV Capital Management
Maryland
$1.87K +$90 +1 +5%
S
709
Sachetta
Massachusetts
$1.78K +$90 +1 +5%
WWM
710
Wolff Wiese Magana
California
$1.78K – – –
DPW
711
DiNuzzo Private Wealth
Pennsylvania
$1.6K +$90 +1 +6%
TCA
712
Trifecta Capital Advisors
Illinois
$1.52K – – –
SIC
713
SJS Investment Consulting
Ohio
$1.52K +$269 +3 +21%
CF
714
Conquis Financial
California
$1.51K +$1.52K +17 New
WCM
715
WealthTrak Capital Management
Virginia
$1.34K +$1.34K +15 New
FMP
716
Financial Management Professionals
Texas
$1.25K +$179 +2 +17%
RTL
717
Red Tortoise LLC
Georgia
$1.16K – – –
TWD
718
True Wealth Design
Ohio
$1.16K +$269 +3 +30%
EBA
719
Eagle Bay Advisors
New York
$1.14K -$537 -6 -32%
LSA
720
Leonteq Securities AG
Switzerland
$891 – – –
PWA
721
Principia Wealth Advisory
Texas
$624 +$627 +7 New
AP
722
Aspect Partners
Virginia
$535 +$90 +1 +20%
CT
723
Colonial Trust
South Carolina
$535 +$537 +6 New
OA
724
Operose Advisors
Wisconsin
$522 -$12.6K -141 -96%
GFPC
725
Global Financial Private Client
Florida
$446 +$448 +5 New