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Name Holding Trade Value Shares
Change
Change in
Stake
APW
676
Allied Private Wealth
Florida
$4.13K +$3.92K +43 New
MI
677
Markowski Investments
Florida
$4.09K +$3.92K +43 New
WAG
678
Wiser Advisor Group
Arizona
$3.9K – – –
BHWM
679
Beaird Harris Wealth Management
Texas
$3.83K – – –
FNWA
680
Financial Network Wealth Advisors
Utah
$3.8K +$1K +11 +38%
KFI
681
Key Financial Inc
Pennsylvania
$3.71K -$13.8K -151 -79%
MIM
682
Marshall Investment Management
Colorado
$3.61K +$3.47K +38 New
DJSG
683
D.J. St. Germain
Massachusetts
$3.23K – – –
WSFS
684
Wilmington Savings Fund Society
Delaware
$3.23K – – –
KFAS
685
Keating Financial Advisory Services
Kansas
$3.04K – – –
T. Rowe Price Associates
686
T. Rowe Price Associates
Maryland
$3K +$2.19K +24 New
MS
687
Monetary Solutions
Ohio
$2.76K +$2.65K +29 New
SVCP
688
Silicon Valley Capital Partners
California
$2.74K +$91 +1 +4%
NSG
689
Nalls Sherbakoff Group
Tennessee
$2.38K – – –
TCM
690
TD Capital Management
Tennessee
$2.2K – – –
SN
691
Sittner & Nelson
Oregon
$2.19K +$2.1K +23 New
TCA
692
Trifecta Capital Advisors
Illinois
$2.09K +$2.01K +22 New
AWM
693
Abound Wealth Management
Tennessee
$2K – – –
BIM
694
Breakwater Investment Management
Washington
$2K +$1.92K +21 New
QC
695
Quent Capital
New York
$1.9K +$1.82K +20 New
WAU
696
Wellington-Altus USA
Manitoba, Canada
$1.73K – – –
WB
697
Webster Bank
Connecticut
$1.71K +$1.64K +18 New
HHGA
698
Halbert Hargrove Global Advisors
California
$1.55K +$1.46K +16 New
CJ
699
Caitlin John
Michigan
$1.52K – – –
NWMP
700
Noble Wealth Management PBC
Colorado
$1.52K +$1.46K +16 New