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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
926
Jones Financial Companies
Missouri
$23K – – –
AWM
927
Accel Wealth Management
Iowa
$22.9K – – –
DGAM
928
Desjardins Global Asset Management
Quebec, Canada
$21K +$20.4K +39 New
RWM
929
Raffa Wealth Management
District of Columbia
$20.8K – – –
OAJ
930
Ogorek Anthony Joseph
New York
$20K – – –
MVIP
931
Mar Vista Investment Partners
California
$19.7K – – –
RFG
932
RFP Financial Group
Georgia
$19.1K +$18.3K +35 New
TLA
933
Tanglewood Legacy Advisors
Texas
$19.1K +$18.3K +35 New
BIA
934
Bell Investment Advisors
California
$18K +$6.81K +13 +65%
SC
935
SouthState Corp
Florida
$17.5K – – –
KTC
936
Kistler-Tiffany Companies
Pennsylvania
$17.5K +$16.2K +31 +3,100%
ATC
937
Adirondack Trust Company
New York
$16.4K – – –
GI
938
Gradient Investments
Minnesota
$15.8K -$1.57K -3 -9%
BWL
939
Bogart Wealth LLC
Virginia
$15.8K +$3.67K +7 +32%
CHA
940
Carmichael Hill & Associates
Maryland
$14.8K – – –
DWP
941
Destiny Wealth Partners
Florida
$14.8K – – –
LWP
942
Laurel Wealth Planning
Minnesota
$14.2K – – –
CWP
943
Concord Wealth Partners
Virginia
$13.3K +$12.6K +24 New
SC
944
Schubert & Co
Texas
$13.1K -$13.6K -26 -52%
TIM
945
Tortoise Investment Management
New York
$12.6K – – –
AAG
946
Armstrong Advisory Group
Massachusetts
$12.6K +$12K +23 New
FWM
947
Focused Wealth Management
New York
$12K +$2.62K +5 +29%
AWM
948
Atticus Wealth Management
Florida
$12K – – –
AIC
949
Archer Investment Corporation
Indiana
$11.5K +$11K +21 New
CAL
950
Capital Analysts LLC
Pennsylvania
$11K -$3.14K -6 -23%