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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
526
Steward Financial Group
Texas
$8K +$4.18K +73 +95%
JWA
527
JFS Wealth Advisors
Pennsylvania
$7.9K -$3.55K -62 -31%
KFI
528
Key Financial Inc
Pennsylvania
$7.58K – – –
PWMG
529
Prestige Wealth Management Group
New Jersey
$7.35K +$344 +6 +5%
VCM
530
Versant Capital Management
Arizona
$7.23K +$4.87K +85 +202%
CSB
531
City State Bank
Iowa
$7K – – –
HGERS
532
Householder Group Estate & Retirement Specialist
Arizona
$7K +$7.5K +131 New
NSIM
533
North Star Investment Management
Illinois
$6.58K -$4.58K -80 -41%
CWA
534
Clearview Wealth Advisors
Oregon
$6.05K +$57 +1 +1%
Loomis, Sayles & Company
535
Loomis, Sayles & Company
Massachusetts
$6K -$41.9K -732 -88%
GIA
536
GHP Investment Advisors
Colorado
$5.68K – – –
WPA
537
West Paces Advisors
Georgia
$5.44K +$5.5K +96 New
GI
538
Gradient Investments
Minnesota
$5.26K -$413K -7,219 -99%
SWA
539
SOA Wealth Advisors
New York
$5.25K – – –
BTI
540
Blue Trust Inc
Georgia
$5K -$687 -12 -13%
FMTCOCP
541
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
BF
542
BOK Financial
Oklahoma
$4.28K +$4.29K +75 New
AWM
543
Abound Wealth Management
Tennessee
$3.88K +$2K +35 +106%
SC
544
Schubert & Co
Texas
$3.84K -$1.03K -18 -21%
FMP
545
Financial Management Professionals
Texas
$3K +$2.58K +45 New
TWA
546
TCI Wealth Advisors
Arizona
$2.96K -$115 -2 -4%
DI
547
Disciplined Investments
Oklahoma
$2.3K -$172 -3 -7%
S
548
SignatureFD
Georgia
$2.16K -$1.72K -30 -44%
KFP
549
KB Financial Partners
New Jersey
$2K -$687 -12 -29%
LC
550
Lindbrook Capital
California
$1.91K -$1.03K -18 -35%