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Name Holding Trade Value Shares
Change
Change in
Stake
BC
1001
Barrett & Company
Rhode Island
$5.19K +$5.34K +37 New
AWM
1002
Abound Wealth Management
Tennessee
$5.14K +$5.77K +40 New
BTI
1003
Blue Trust Inc
Georgia
$5K -$3.32K -23 -39%
TFA
1004
Transamerica Financial Advisors
Florida
$5K -$144 -1 -3%
KFI
1005
Key Financial Inc
Pennsylvania
$5K – – –
WWM
1006
Wolff Wiese Magana
California
$5K +$289 +2 +6%
TCWA
1007
Ten Capital Wealth Advisors
Washington
$5K +$5.34K +37 New
JMF
1008
Johnson Midwest Financial
Iowa
$5K +$6.06K +42 New
IBOK
1009
Independence Bank of Kentucky
Kentucky
$4K – – –
MBFW
1010
Morton Brown Family Wealth
Pennsylvania
$4K +$1.01K +7 +30%
CWAF
1011
Core Wealth Advisors (Florida)
Florida
$4K +$4.91K +34 New
PWMG
1012
Prestige Wealth Management Group
New Jersey
$3K -$5.34K -37 -60%
BCMLT
1013
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K -$3.61K -25 -56%
Fuller & Thaler Asset Management
1014
Fuller & Thaler Asset Management
California
$3K – – –
WAS
1015
Winch Advisory Services
Wisconsin
$3K – – –
RWM
1016
Raffa Wealth Management
District of Columbia
$2.83K – – –
SWA
1017
Sutton Wealth Advisors
Florida
$2.57K +$144 +1 +5%
ACM
1018
Absolute Capital Management
Pennsylvania
$2.26K +$2.45K +17 New
JWM
1019
Janiczek Wealth Management
Colorado
$2K -$5.34K -37 -67%
DWA
1020
Delos Wealth Advisors
Texas
$2K – – –
Loomis, Sayles & Company
1021
Loomis, Sayles & Company
Massachusetts
$2K – – –
SBL
1022
Sargent Bickham Lagudis
Colorado
$2K – – –
TF
1023
TimeScale Financial
Massachusetts
$2K – – –
FMP
1024
Financial Management Professionals
Texas
$2K +$721 +5 +38%
DI
1025
Disciplined Investments
Oklahoma
$2K +$1.01K +7 +58%