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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1151
Kelleher Financial Advisors
New York
$29K +$26.5K +475 New
SGK
1152
Steigerwald Gordon & Koch
Virginia
$29K +$26.5K +475 New
GSWM
1153
Golden State Wealth Management
California
$28.5K -$2.01K -36 -7%
SR
1154
Syntax Research
Florida
$28.4K
CFD
1155
Creative Financial Designs
Indiana
$27K -$13.6K -243 -35%
AS
1156
Altshuler Shaham
Israel
$26.5K +$3.57K +64 +17%
HCA
1157
Harbor Capital Advisors
Illinois
$26K +$8.2K +147 +54%
CNBTD
1158
Citizens National Bank Trust Department
Mississippi
$25.9K
TCOV
1159
Trust Company of Vermont
Vermont
$25.6K
DFA
1160
DHJJ Financial Advisors
Illinois
$25.5K +$1.73K +31 +8%
NSIM
1161
North Star Investment Management
Illinois
$24.9K +$502 +9 +2%
BTC
1162
Bank & Trust Company
Illinois
$24.4K
MA
1163
MCF Advisors
Kentucky
$24.4K
PWA
1164
Physician Wealth Advisors
Utah
$23.6K +$10.4K +187 +94%
ADL
1165
Asset Dedication LLC
California
$22.9K -$3.62K -65 -15%
LAM
1166
LOM Asset Management
$22K -$5.02K -90 -20%
RF
1167
Rossby Financial
Florida
$21.2K
HWP
1168
Highline Wealth Partners
California
$21K +$56 +1 +0.3%
Kayne Anderson Rudnick Investment Management
1169
Kayne Anderson Rudnick Investment Management
California
$20.9K +$56 +1 +0.3%
DJSG
1170
D.J. St. Germain
Massachusetts
$20.2K -$5.58K -100 -23%
CI
1171
Clal Insurance
Israel
$20K -$1.56K -28 -8%
HNW
1172
High Note Wealth
Minnesota
$20K +$223 +4 +1%
CPG
1173
Cornerstone Planning Group
New Jersey
$19.4K +$7.47K +134 +91%
MSWM
1174
Mowery & Schoenfeld Wealth Management
Illinois
$19.3K
AW
1175
Avion Wealth
Texas
$19K -$167 -3 -0.9%