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Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
326
Key Financial Inc
Pennsylvania
$9.76K – – –
SIM
327
Synergy Investment Management
Florida
$8.93K +$7.72K +284 New
AFC
328
Ares Financial Consulting
California
$8.39K – – –
RWS
329
Retirement Wealth Solutions
Wisconsin
$7.68K -$27 -1 -0.4%
SPIA
330
Steward Partners Investment Advisory
New York
$7.57K -$14.7K -542 -67%
BTI
331
Blue Trust Inc
Georgia
$7.14K -$6.55K -241 -49%
AG
332
AmeriFlex Group
Nevada
$7.08K +$6.74K +248 New
IA
333
IFP Advisors
Florida
$6.25K -$1.2K -44 -17%
CFO
334
CVA Family Office
Colorado
$6.05K +$897 +33 +18%
BIA
335
Bell Investment Advisors
California
$5.88K +$5.08K +187 +984%
PWMG
336
Private Wealth Management Group
New Jersey
$5.8K -$1.33K -49 -19%
DB
337
Danske Bank
Denmark
$5.71K – – –
CIAS
338
CBIZ Investment Advisory Services
Ohio
$5.14K – – –
MAM
339
Marquette Asset Management
Minnesota
$5.05K +$4.81K +177 New
TPCW
340
TD Private Client Wealth
New York
$4.63K – – –
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$4.57K – – –
HI
342
Harbour Investments
Wisconsin
$4.2K -$516 -19 -11%
RWM
343
Rialto Wealth Management
New York
$4.2K +$3.45K +127 +635%
APFP
344
Action Point Financial Planning
Michigan
$4.11K +$4.02K +148 New
AW
345
Avion Wealth
Texas
$4K +$3.1K +114 +300%
JWA
346
JFS Wealth Advisors
Pennsylvania
$3.4K – – –
BWA
347
Basecamp Wealth Advisors
Washington
$3.4K – – –
WETS
348
Wealth Enhancement Trust Services
South Dakota
$3.34K +$3.18K +117 New
FFO
349
Fortitude Family Office
Arizona
$3.25K -$625 -23 -17%
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.15K +79 +304%
12 13
14
15 16