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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
601
Sunrise Financial Services
Washington
$5.53K – – –
LFA
602
LGT Financial Advisors
Texas
$5.24K – – –
KAS
603
Kemnay Advisory Services
New York
$5.24K +$5.76K +18 New
WA
604
Whipplewood Advisors
Colorado
$5.24K +$5.76K +18 New
PWMG
605
Private Wealth Management Group
New Jersey
$4.95K -$1.92K -6 -26%
S
606
Sachetta
Massachusetts
$4.95K – – –
AFC
607
Ares Financial Consulting
California
$4.92K – – –
BGAI
608
Bruce G. Allen Investments
Colorado
$4.66K -$1.6K -5 -24%
NSIM
609
North Star Investment Management
Illinois
$4.66K +$961 +3 +23%
EWM
610
Evolution Wealth Management
Florida
$4.66K +$5.12K +16 New
RWM
611
RMG Wealth Management
Wisconsin
$4.44K – – –
TM
612
Torren Management
California
$4.37K -$26.6K -83 -85%
CFM
613
Cornerstone Financial Management
Massachusetts
$4.37K +$2.24K +7 +88%
SI
614
Sapience Investments
California
$4.07K -$653K -2,038 -99%
MAM
615
Meeder Asset Management
Ohio
$4.07K -$5.12K -16 -53%
PWMG
616
Prestige Wealth Management Group
New Jersey
$4.07K – – –
RWM
617
Rialto Wealth Management
New York
$4.07K +$1.28K +4 +40%
SIM
618
Synergy Investment Management
Florida
$4.07K +$4.48K +14 New
Bartlett & Co Wealth Management
619
Bartlett & Co Wealth Management
Ohio
$4.04K – – –
VNA
620
Valley National Advisers
Pennsylvania
$4K – – –
DPW
621
DiNuzzo Private Wealth
Pennsylvania
$3.78K – – –
Kayne Anderson Rudnick Investment Management
622
Kayne Anderson Rudnick Investment Management
California
$3.78K – – –
CoreCap Advisors
623
CoreCap Advisors
Michigan
$3.78K +$320 +1 +8%
SSG
624
Summit Securities Group
New York
$3.49K -$29.5K -92 -88%
EWP
625
Elevation Wealth Partners
California
$3.49K +$641 +2 +20%