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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
2126
IVC Wealth Advisors
Pennsylvania
$549K +$21.7K +61 +4%
FMP
2127
Financial Management Professionals
Texas
$549K +$8.91K +25 +2%
SOS
2128
Silver Oak Securities
Tennessee
$547K -$106K -298 -16%
TSS
2129
Taylor Securities Services
Pennsylvania
$547K -$381K -1,069 -41%
TW
2130
Tempo Wealth
Ohio
$547K +$2.5K +7 +0.5%
SFS
2131
Summit Financial Strategies
Ohio
$546K
CWM
2132
Circle Wealth Management
New Jersey
$544K -$2.14K -6 -0.4%
SCA
2133
Sandy Cove Advisors
Massachusetts
$544K +$2.85K +8 +0.5%
KFI
2134
Key Financial Inc
Pennsylvania
$544K +$135K +378 +32%
TIP
2135
Tandem Investment Partners
New Jersey
$543K -$52K -146 -9%
FBT
2136
First Bankers Trust
Kentucky
$543K -$7.13K -20 -1%
BFS
2137
BridgePort Financial Solutions
Iowa
$541K -$263K -739 -32%
IWM
2138
Iams Wealth Management
Nebraska
$539K -$997K -2,797 -65%
KW
2139
Keyvantage Wealth
Pennsylvania
$537K +$94.1K +264 +21%
CB
2140
Centennial Bank
Arkansas
$537K -$3.21K -9 -0.6%
EAM
2141
Empirical Asset Management
Massachusetts
$535K +$155K +436 +40%
CCM
2142
Consolidated Capital Management
California
$533K
TWP
2143
Tyche Wealth Partners
Texas
$533K -$677K -1,899 -56%
MW
2144
MBL Wealth
North Carolina
$532K +$220K +616 +69%
PFA
2145
Perryman Financial Advisory
Texas
$532K +$8.56K +24 +2%
UAG
2146
United Advisor Group
Ohio
$532K -$6.77K -19 -1%
OA
2147
Oasis Advisors
Iowa
$532K +$538K +1,508 New
VWM
2148
Vigilare Wealth Management
Arizona
$531K
CA
2149
Calton & Associates
Florida
$530K -$32.4K -91 -6%
SFA
2150
Seneca Financial Advisors
New York
$530K