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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
501
Key Financial Inc
Pennsylvania
$26.5K
BC
502
Barrett & Company
Rhode Island
$26.1K +$29.2K +350 New
TCOV
503
Trust Company of Vermont
Vermont
$22.4K -$4.51K -54 -15%
NSIM
504
North Star Investment Management
Illinois
$21.8K +$1.92K +23 +9%
GBT
505
Grove Bank & Trust
Florida
$20.5K
AWM
506
AllSquare Wealth Management
New York
$20.3K
FP
507
Financial Perspectives
Minnesota
$19.7K
NS
508
NBC Securities
Alabama
$19.7K -$4.59K -55 -17%
SC
509
SouthState Corp
Florida
$19.6K -$83 -1 -0.4%
ADL
510
Asset Dedication LLC
California
$18.9K +$3.09K +37 +17%
SR
511
Syntax Research
Florida
$18.6K
RFP
512
Root Financial Partners
California
$18.6K +$20.8K +249 New
SIC
513
SJS Investment Consulting
Ohio
$18.5K +$20.7K +248 New
FMP
514
Financial Management Professionals
Texas
$18.5K -$501 -6 -2%
W
515
WealthCollab
Washington
$16.8K -$1.5K -18 -7%
MWPCG
516
Measured Wealth Private Client Group
New Hampshire
$16.8K +$18.8K +225 New
RF
517
Rossby Financial
Florida
$16.5K
IA
518
IFP Advisors
Florida
$16K +$4.26K +51 +31%
OAJ
519
Ogorek Anthony Joseph
New York
$16K
RWA
520
Redmont Wealth Advisors
Illinois
$15.3K
NWM
521
Navigoe Wealth Management
California
$15K +$16.9K +202 New
NC
522
North Capital
Utah
$15K +$83 +1 +0.5%
CA
523
Clearstead Advisors
Ohio
$14.2K -$385K -4,611 -96%
PFBT
524
Parkside Financial Bank & Trust
Missouri
$14.2K -$7.59K -91 -32%
PFSC
525
Peoples Financial Services Corp
Pennsylvania
$13.5K