Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
1451
Western Pacific Wealth Management
Illinois
$13.2K – – –
GTAM
1452
Global Trust Asset Management
Florida
$12.6K – – –
PAI
1453
Pittenger & Anderson Inc
Nebraska
$12.5K -$1.83K -32 -12%
KOCAA
1454
Knights of Columbus Asset Advisors
Connecticut
$12.5K – – –
AFS
1455
Annapolis Financial Services
Maryland
$12.4K – – –
DFA
1456
DHJJ Financial Advisors
Illinois
$12.3K – – –
TFA
1457
Toth Financial Advisory
Virginia
$12.2K – – –
KFS
1458
Kelly Financial Services
Massachusetts
$12.1K – – –
UIA
1459
Ulland Investment Advisors
Minnesota
$12K – – –
TCM
1460
TD Capital Management
Tennessee
$11.9K – – –
BWAM
1461
Boyd Watterson Asset Management
Ohio
$11.8K – – –
FGA
1462
Fortis Group Advisors
New Jersey
$11.8K – – –
BIA
1463
Bell Investment Advisors
California
$11.8K – – –
BFS
1464
Bare Financial Services
Pennsylvania
$11.6K – – –
KWAG
1465
Kiely Wealth Advisory Group
North Carolina
$11.3K +$857 +15 +8%
FG
1466
Fairman Group
Pennsylvania
$11.3K – – –
FFL
1467
Financial Freedom LLC
Ohio
$11.2K +$114 +2 +1%
CCA
1468
Criterion Capital Advisors
Tennessee
$10.6K – – –
PP
1469
PFS Partners
New Jersey
$10.6K – – –
TCM
1470
Tradewinds Capital Management
Washington
$10.2K – – –
CAM
1471
Close Asset Management
United Kingdom
$10K -$12K -210 -53%
FNWA
1472
Financial Network Wealth Advisors
Utah
$9.76K +$10.5K +184 New
NOI
1473
Newton One Investments
Delaware
$9.68K +$114 +2 +1%
VWA
1474
Valued Wealth Advisors
Utah
$9.29K +$1.08K +19 +12%
SWP
1475
SIMA Wealth Partners
Virginia
$8.97K +$9.65K +169 New