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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
926
Kelleher Financial Advisors
New York
$16K – – –
GWSA
927
Global Wealth Strategies & Associates
Colorado
$15.9K – – –
CWP
928
Concord Wealth Partners
Virginia
$15.8K +$127 +5 +0.7%
CSC
929
Caldwell Sutter Capital
California
$15.6K – – –
MCCP
930
Mission Creek Capital Partners
California
$15.3K – – –
CI
931
Cordant Inc
Oregon
$15.3K +$17.5K +685 New
S
932
Sachetta
Massachusetts
$14.7K – – –
NRWA
933
North Ridge Wealth Advisors
Oregon
$14.5K +$76 +3 +0.5%
VWM
934
Vermillion Wealth Management
Minnesota
$14.2K – – –
RMC
935
Resources Management Corp
Connecticut
$14K – – –
TWM
936
Tripletail Wealth Management
Florida
$14K – – –
CT
937
Clearstead Trust
Maine
$13.9K -$1.63K -64 -9%
HIW
938
Holos Integrated Wealth
Pennsylvania
$13.9K – – –
CB
939
CNB Bank
Pennsylvania
$13.8K – – –
BTC
940
Bank & Trust Company
Illinois
$13.7K – – –
TF
941
Tompkins Financial
New York
$13.3K -$58.6K -2,300 -79%
T
942
Tidemark
California
$13.2K – – –
MA
943
MCF Advisors
Kentucky
$12.1K -$357 -14 -3%
KFG
944
Kingdom Financial Group
Arizona
$12K +$13.7K +538 New
SS
945
Sunbelt Securities
Texas
$11.8K – – –
AGWCA
946
Annis Gardner Whiting Capital Advisors
Florida
$11.7K -$3.95K -155 -23%
LWMI
947
Legacy Wealth Management (Idaho)
Idaho
$11.7K – – –
EW
948
Elyxium Wealth
California
$11.6K +$13.3K +521 New
WOSD
949
WFA of San Diego
California
$11.5K – – –
CA
950
Cresta Advisors
Texas
$11.3K +$12.9K +506 New