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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1026
Concord Wealth Partners
Virginia
$22.5K +$144 +4 +0.6%
CFD
1027
Creative Financial Designs
Indiana
$22.4K -$36 -1 -0.1%
SL
1028
Salomon & Ludwin
Virginia
$22.1K – – –
KFP
1029
Keener Financial Planning
Texas
$22K – – –
FMP
1030
Financial Management Professionals
Texas
$21.8K – – –
T
1031
Transce3nd
Texas
$21K +$23.2K +645 New
MA
1032
MCF Advisors
Kentucky
$20.9K -$227K -6,327 -92%
VWM
1033
Vermillion Wealth Management
Minnesota
$20.8K +$22.9K +637 New
FFL
1034
Financial Freedom LLC
Ohio
$20.3K +$180 +5 +0.8%
BTC
1035
Bank & Trust Company
Illinois
$20.1K – – –
GKIM
1036
GW&K Investment Management
Massachusetts
$20K +$1.76K +49 +9%
OC
1037
Oarsman Capital
Wisconsin
$19.6K -$1.19K -33 -5%
PAM
1038
Parvin Asset Management
South Dakota
$19.6K +$21.6K +600 New
T
1039
Tidemark
California
$19.3K – – –
MHR
1040
Matthew Hamilton Rosenberg
$19K – – –
GSWM
1041
Golden State Wealth Management
California
$18.7K +$20.6K +573 New
M
1042
MOTCO
Texas
$18.4K -$9.42K -262 -32%
PMFA
1043
Plante Moran Financial Advisors
Michigan
$18.2K – – –
SS
1044
Sunbelt Securities
Texas
$17.7K -$49.5K -1,378 -72%
PA
1045
Pineridge Advisors
Missouri
$17.5K +$1.26K +35 +7%
GBT
1046
Grove Bank & Trust
Florida
$17.3K +$10.8K +300 +130%
KIM
1047
Kestra Investment Management
Texas
$17.2K +$18.9K +526 New
Q1WB
1048
Quest 10 Wealth Builders
Virginia
$17.1K +$18.9K +525 New
LIS
1049
Legacy Investment Solutions
Idaho
$16.9K – – –
LWMI
1050
Legacy Wealth Management (Idaho)
Idaho
$16.9K – – –