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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1176
JNBA Financial Advisors
Minnesota
$24.8K
1M
1177
1248 Management
Missouri
$24.2K
ADL
1178
Asset Dedication LLC
California
$24.2K
CFFP
1179
Center for Financial Planning
Michigan
$24.1K
AWM
1180
Abound Wealth Management
Tennessee
$24K +$15.8K +105 +122%
MA
1181
Montag & Associates
Georgia
$23.3K -$1.8K -12 -6%
DF
1182
Dunhill Financial
United Kingdom
$22.7K +$20K +133 +283%
MAS
1183
MPWM Advisory Solutions
Georgia
$22.7K
AA
1184
Addison Advisors
Vermont
$22.2K +$2.56K +17 +11%
AIC
1185
Archer Investment Corporation
Indiana
$21.1K
LWCFA
1186
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.6K
CWM
1187
Copia Wealth Management
Oregon
$20.4K
TCOT
1188
Trust Company of Toledo
Ohio
$20.1K
VNA
1189
Valley National Advisers
Pennsylvania
$19K +$6.01K +40 +35%
AIM
1190
Axiom Investment Management
New York
$18.9K +$22.7K +151 New
BWM
1191
Bernard Wealth Management
Michigan
$18.8K
EPIMS
1192
Evelyn Partners Investment Management Services
$18.8K
MBFW
1193
Morton Brown Family Wealth
Pennsylvania
$18.8K
SWIM
1194
Smallwood Wealth Investment Management
New Jersey
$17.3K
WAS
1195
Winch Advisory Services
Wisconsin
$17.2K
TFGT
1196
TS Financial Group (TSFG)
Illinois
$17K
AW
1197
Avion Wealth
Texas
$17K +$21.3K +142 New
II
1198
Inspire Investing
Idaho
$16.4K
NECFA
1199
New England Capital Financial Advisors
Connecticut
$16.3K
NEWAS
1200
N.E.W. Advisory Services
Wisconsin
$16.1K