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Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
526
Keating Financial Advisory Services
Kansas
$17.6K +$5.62K +11 +41%
JWA
527
JFS Wealth Advisors
Pennsylvania
$14.8K -$1.02K -2 -6%
MEG
528
Millstone Evans Group
Colorado
$14.8K – – –
EP
529
Essential Partners
California
$14.4K -$85.8K -168 -84%
BC
530
Bayforest Capital
United Kingdom
$14.4K -$66.4K -130 -81%
AF
531
Advisornet Financial
Minnesota
$14.4K – – –
CWM
532
Copia Wealth Management
Oregon
$13.9K – – –
CFD
533
Creative Financial Designs
Indiana
$13.9K +$5.11K +10 +50%
RS
534
Rakuten Securities
Japan
$13.9K +$13.3K +26 +650%
BIA
535
Bell Investment Advisors
California
$13.4K – – –
FFA
536
Frazier Financial Advisors
Ohio
$12.5K – – –
BWA
537
Basecamp Wealth Advisors
Washington
$12K -$11.7K -23 -47%
SFCL
538
Strengthening Families & Communities LLC
Massachusetts
$11.6K – – –
GAMA
539
Graticule Asia Macro Advisors
New York
$11.6K +$12.8K +25 New
BFS
540
Bare Financial Services
Pennsylvania
$11.1K +$4.08K +8 +50%
GKIM
541
GW&K Investment Management
Massachusetts
$11K – – –
AIM
542
Axiom Investment Management
New York
$10.7K – – –
RWM
543
Rialto Wealth Management
New York
$10.7K -$4.59K -9 -28%
AWM
544
Abound Wealth Management
Tennessee
$10.7K – – –
LWM
545
Lodestone Wealth Management
Washington
$9.73K – – –
FMII
546
Farmers & Merchants Investments Inc
Nebraska
$9.27K – – –
TWD
547
True Wealth Design
Ohio
$8.8K -$25K -49 -72%
WT
548
Whittier Trust
California
$8.08K – – –
SEP
549
Signature Equity Partners
Ohio
$7.88K -$1.02K -2 -11%
PWMG
550
Private Wealth Management Group
New Jersey
$7.41K – – –