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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1001
Key Financial Inc
Pennsylvania
$6.08K – – –
FWM
1002
FSA Wealth Management
Massachusetts
$6K +$6.24K +132 New
AP
1003
Arlington Partners
Alabama
$5.68K +$5.48K +116 New
SIC
1004
SJS Investment Consulting
Ohio
$5.54K +$472 +10 +10%
VCM
1005
Versant Capital Management
Arizona
$5.05K -$6.85K -145 -58%
DAC
1006
Dividend Assets Capital
South Carolina
$5K – – –
AW
1007
Avion Wealth
Texas
$5K +$378 +8 +8%
FG
1008
Fairman Group
Pennsylvania
$4.7K +$4.54K +96 New
IHWM
1009
Iron Horse Wealth Management
Iowa
$4.51K – – –
RTL
1010
Red Tortoise LLC
Georgia
$4.51K – – –
DPW
1011
DiNuzzo Private Wealth
Pennsylvania
$4.36K +$4.2K +89 New
GI
1012
Gradient Investments
Minnesota
$4.02K – – –
RS
1013
Rakuten Securities
Japan
$4.02K +$3.87K +82 New
SSG
1014
Summit Securities Group
New York
$4K -$1.42K -30 -28%
TVWM
1015
Tower View Wealth Management
Wisconsin
$4K – – –
WIA
1016
Wetzel Investment Advisors
Indiana
$4K +$3.97K +84 New
OCM
1017
Osterweis Capital Management
California
$3.67K -$16.3K -345 -82%
BWP
1018
Baldwin Wealth Partners
Massachusetts
$3.33K – – –
PWMG
1019
Prestige Wealth Management Group
New Jersey
$3.14K – – –
GWM
1020
Geneos Wealth Management
Colorado
$3.14K +$1.32K +28 +78%
FMP
1021
Financial Management Professionals
Texas
$3K – – –
AGWCA
1022
Annis Gardner Whiting Capital Advisors
Florida
$2.94K -$1.89K -40 -40%
SC
1023
Solstein Capital
California
$2.74K – – –
DF
1024
Dunhill Financial
United Kingdom
$2.36K +$2.27K +48 New
Jones Financial Companies
1025
Jones Financial Companies
Missouri
$2.35K +$2.27K +48 New