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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1226
Tucker Asset Management
Colorado
$9.21K
NC
1227
NewSquare Capital
Pennsylvania
$8.72K -$10.5K -157 -56%
NFSG
1228
Newbridge Financial Services Group
Florida
$8.03K -$6.69K -100 -47%
WFA
1229
West Financial Advisors
Iowa
$7.33K +$7.03K +105 New
IBOK
1230
Independence Bank of Kentucky
Kentucky
$6.98K
PWMG
1231
Prestige Wealth Management Group
New Jersey
$6.49K
NCM
1232
Northwest Capital Management
Oregon
$6.42K +$6.16K +92 New
VCM
1233
Versant Capital Management
Arizona
$6.28K +$1.07K +16 +22%
KFS
1234
Kelly Financial Services
Massachusetts
$6.21K +$5.96K +89 New
LOIP
1235
Live Oak Investment Partners
Texas
$6.14K
FFL
1236
Financial Freedom LLC
Ohio
$5.65K +$67 +1 +1%
RWM
1237
Raffa Wealth Management
District of Columbia
$5.38K
CAS
1238
Coppell Advisory Solutions
Texas
$5.25K +$5.09K +76 New
WAS
1239
Winch Advisory Services
Wisconsin
$5K
TSWM
1240
Tyler-Stone Wealth Management
Ohio
$5K +$4.55K +68 New
IPW
1241
Impact Partnership Wealth
Georgia
$4.89K +$4.68K +70 New
ANBT
1242
American National Bank & Trust
Texas
$4.61K -$2.81K -42 -39%
HCM
1243
Hollencrest Capital Management
California
$4.54K
DI
1244
Disciplined Investments
Oklahoma
$4.12K -$67 -1 -2%
VNA
1245
Valley National Advisers
Pennsylvania
$4K +$335 +5 +11%
TWD
1246
True Wealth Design
Ohio
$3.61K
GWMI
1247
Guardian Wealth Management (Illinois)
Illinois
$3.4K +$67 +1 +2%
LSA
1248
Leonteq Securities AG
Switzerland
$3.35K -$1.14K -17 -26%
CSB
1249
City State Bank
Iowa
$3K +$2.88K +43 New
SF
1250
Safeguard Financial
Wisconsin
$3K +$3.81K +57 New