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Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
451
Key Financial Inc
Pennsylvania
$20K – – –
TC
452
Truvestments Capital
Florida
$19.6K +$110 +5 +0.6%
BAM
453
Belpointe Asset Management
Nevada
$18.5K +$19K +862 New
KFS
454
Kelly Financial Services
Massachusetts
$17.8K +$110 +5 +0.6%
TPCW
455
TD Private Client Wealth
New York
$16.4K +$4.26K +193 +34%
SVCP
456
Silicon Valley Capital Partners
California
$16.2K +$16.7K +754 New
MPWT
457
MassMutual Private Wealth & Trust
Connecticut
$16K -$251K -11,384 -94%
GIA
458
GHP Investment Advisors
Colorado
$15.1K +$44 +2 +0.3%
WT
459
Washington Trust
Rhode Island
$14.5K +$839 +38 +6%
CP
460
Castleview Partners
Texas
$14K – – –
CG
461
Cutler Group
California
$12K -$44.9K -2,031 -78%
HBW
462
Hazlett, Burt & Watson
West Virginia
$12K – – –
C
463
Covestor
United Kingdom
$12K +$133 +6 +1%
IFAM
464
Institutional & Family Asset Management
Colorado
$11.5K – – –
CTA
465
Colonial Trust Advisors
South Carolina
$11K +$11.4K +514 New
BTI
466
Blue Trust Inc
Georgia
$11K +$3.53K +160 +38%
AWM
467
Accurate Wealth Management
Florida
$10.8K +$11K +500 New
LFA
468
Legend Financial Advisors
Pennsylvania
$10.7K – – –
CSPAM
469
Cary Street Partners Asset Management
Virginia
$10.7K – – –
DCP
470
Distillate Capital Partners
Illinois
$10.4K +$10.7K +483 New
FGAM
471
Financial Gravity Asset Management
Texas
$9.58K -$3.47K -157 -87%
PB
472
Pinnacle Bancorp
Nebraska
$9K – – –
SA
473
SRH Advisors
Kansas
$9K – – –
TSWM
474
Tyler-Stone Wealth Management
Ohio
$9K – – –
FFA
475
Farther Finance Advisors
California
$8.87K +$9.14K +414 New
17 18
19
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