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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
651
Trifecta Capital Advisors
Illinois
$1.47K – – –
BWM
652
Bullock Wealth Management
Indiana
$1.39K +$1.21K +16 New
GWM
653
Geneos Wealth Management
Colorado
$1.38K -$21K -278 -95%
SIC
654
SJS Investment Consulting
Ohio
$1.29K +$453 +6 +67%
BGAI
655
Bruce G. Allen Investments
Colorado
$1.21K – – –
CA
656
CoreCap Advisors
Michigan
$1.21K +$151 +2 +17%
RF
657
Rossby Financial
Florida
$1.13K – – –
LI
658
LRI Investments
Florida
$1.12K – – –
TIM
659
Tortoise Investment Management
New York
$1.12K +$302 +4 +44%
HWA
660
Heartwood Wealth Advisors
Virginia
$1.12K +$981 +13 New
CAL
661
Capital Advisors Ltd
Ohio
$1K – – –
KFI
662
Key Financial Inc
Pennsylvania
$871 -$302 -4 -29%
BIM
663
Breakwater Investment Management
Washington
$863 – – –
TFM
664
TFC Financial Management
Massachusetts
$863 – – –
AWM
665
Abound Wealth Management
Tennessee
$776 – – –
HIA
666
HFM Investment Advisors
New Jersey
$776 +$226 +3 +50%
JFGIW
667
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$776 +$679 +9 New
CT
668
Colonial Trust
South Carolina
$690 – – –
CIA
669
Cape Investment Advisory
Georgia
$690 +$302 +4 +100%
PW
670
Pandora Wealth
Illinois
$604 -$3.02K -40 -85%
NSIM
671
North Star Investment Management
Illinois
$604 +$528 +7 New
BCWM
672
Bartlett & Co Wealth Management
Ohio
$517 – – –
IW
673
Imprint Wealth
South Carolina
$517 +$453 +6 New
NC
674
North Capital
Utah
$517 +$453 +6 New
WWA
675
Wealth Watch Advisors
Colorado
$517 +$453 +6 New