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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
401
North Star Investment Management
Illinois
$3.98K – – –
TWP
402
TFO Wealth Partners
Ohio
$3.89K +$3.51K +117 New
CA
403
Clearstead Advisors
Ohio
$3.86K +$1.8K +60 +91%
IFAM
404
Institutional & Family Asset Management
Colorado
$3.67K – – –
WFA
405
West Financial Advisors
Iowa
$3.58K – – –
MWM
406
MinichMacGregor Wealth Management
New York
$3.58K +$3.51K +117 New
BCMLT
407
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.34K – – –
GWS
408
Glassman Wealth Services
Virginia
$3.21K -$1.62K -54 -34%
JWA
409
JFS Wealth Advisors
Pennsylvania
$3.06K -$90 -3 -3%
FSWA
410
Financial Synergies Wealth Advisors
Texas
$3.06K – – –
HPC
411
HM Payson & Co
Maine
$3.06K – – –
TC
412
Truvestments Capital
Florida
$3.06K – – –
BC
413
Barrett & Company
Rhode Island
$2.76K – – –
HWA
414
HHM Wealth Advisors
Tennessee
$2.76K – – –
NECFA
415
New England Capital Financial Advisors
Connecticut
$2.7K +$2.4K +80 New
CSWM
416
Cassady Schiller Wealth Management
Ohio
$2.45K +$2.4K +80 New
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$2.17K -$57.6K -1,920 -96%
BWP
418
Baldwin Wealth Partners
Massachusetts
$2.05K – – –
AW
419
Avion Wealth
Texas
$2K – – –
CFG
420
CKW Financial Group
Hawaii
$2K – – –
BFEC
421
Benjamin F. Edwards & Company
Missouri
$2K +$1.5K +50 New
HBW
422
Hazlett, Burt & Watson
West Virginia
$2K +$2.28K +76 New
AAG
423
Armstrong Advisory Group
Massachusetts
$1.93K +$1.89K +63 New
MFT
424
Moisand Fitzgerald Tamayo
Florida
$1.93K +$1.89K +63 New
Kayne Anderson Rudnick Investment Management
425
Kayne Anderson Rudnick Investment Management
California
$1.92K +$1.86K +62 New