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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1001
Key Financial Inc
Pennsylvania
$1.07K – – –
SA
1002
Seneschal Advisors
Washington
$1.07K +$220 +2 +25%
AG
1003
AmeriFlex Group
Nevada
$1.07K +$660 +6 +150%
A
1004
Allianz
Germany
$1.07K +$1.1K +10 New
FIM
1005
FWL Investment Management
Texas
$1.07K +$1.1K +10 New
POIA
1006
Pin Oak Investment Advisors
Texas
$1K +$880 +8 New
NWM
1007
Navigoe Wealth Management
California
$1K +$1.43K +13 New
TCM
1008
Triumph Capital Management
Colorado
$963 -$440 -4 -31%
NRG
1009
Nemes Rush Group
Michigan
$963 – – –
TCA
1010
Trifecta Capital Advisors
Illinois
$963 +$990 +9 New
CJ
1011
Caitlin John
Michigan
$856 – – –
QWM
1012
Quaker Wealth Management
New Jersey
$856 +$330 +3 +60%
HPC
1013
HM Payson & Co
Maine
$856 +$880 +8 New
T
1014
Tidemark
California
$749 – – –
MWM
1015
Mascoma Wealth Management
New Hampshire
$749 +$770 +7 New
SFCL
1016
Strengthening Families & Communities LLC
Massachusetts
$749 +$770 +7 New
GSWM
1017
Golden State Wealth Management
California
$646 – – –
TFM
1018
TFC Financial Management
Massachusetts
$642 +$330 +3 +100%
APW
1019
Atlantic Private Wealth
North Carolina
$537 – – –
BIM
1020
Breakwater Investment Management
Washington
$535 – – –
MHR
1021
Matthew Hamilton Rosenberg
$535 – – –
NL
1022
NVWM LLC
Pennsylvania
$535 +$550 +5 New
SFG
1023
Strive Financial Group
Indiana
$535 +$550 +5 New
IPS
1024
Investors Portfolio Services
Washington
$428 +$440 +4 New
CI
1025
Cordant Inc
Oregon
$405 +$440 +4 New