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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
926
Trifecta Capital Advisors
Illinois
$18.8K
FDW
927
Fourth Dimension Wealth
Ohio
$18.8K +$19.6K +100 New
PAM
928
Parvin Asset Management
South Dakota
$18.8K +$19.6K +100 New
VWM
929
Vermillion Wealth Management
Minnesota
$18.8K +$19.6K +100 New
RA
930
Rise Advisors
New York
$17.6K
ZB
931
Zions Bancorporation
Utah
$17.3K -$3.71K -19 -17%
MTC
932
Matrix Trust Company
Colorado
$17K -$391 -2 -2%
GKIM
933
GW&K Investment Management
Massachusetts
$17K
BCMLT
934
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.9K +$17.6K +90 New
CA
935
CoreCap Advisors
Michigan
$16.7K -$391 -2 -2%
SC
936
Stephens Consulting
Michigan
$16.3K
DWM
937
Darwin Wealth Management
Florida
$15.8K +$16.4K +84 New
CSWM
938
Cassady Schiller Wealth Management
Ohio
$15.8K +$6.26K +32 +62%
CFO
939
CVA Family Office
Colorado
$15.6K +$10.4K +53 +177%
JWA
940
JFS Wealth Advisors
Pennsylvania
$15.2K
SIS
941
Sound Income Strategies
Florida
$15K
AAP
942
Arax Advisory Partners
Colorado
$14.8K
SO
943
Sierra Ocean
California
$14.2K +$14.7K +75 New
TF
944
Tompkins Financial
New York
$14.1K
CAL
945
Capital Analysts LLC
Pennsylvania
$14K +$2.54K +13 +21%
KFI
946
Key Financial Inc
Pennsylvania
$13.3K
MA
947
MCF Advisors
Kentucky
$13.3K
TFGT
948
TS Financial Group (TSFG)
Illinois
$13K
CT
949
Caldwell Trust
Florida
$12.9K
WAS
950
Winch Advisory Services
Wisconsin
$12.5K