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Name Holding Trade Value Shares
Change
Change in
Stake
KG
1826
Kilter Group
New York
$40.6K +$16.7K +35 +59%
FMP
1827
Financial Management Professionals
Texas
$39.8K -$6.68K -14 -13%
KFI
1828
Key Financial Inc
Pennsylvania
$39.8K +$4.77K +10 +12%
JGCM
1829
Joseph Group Capital Management
Ohio
$39.8K +$26.2K +55 +149%
FCAS
1830
First Command Advisory Services
Texas
$39.8K +$33.9K +71 +338%
RA
1831
Rational Advisors
New York
$39.3K -$2.11M -4,430 -98%
QL
1832
Quarry LP
New York
$38.9K +$42.9K +90 New
HDIM
1833
Hanson & Doremus Investment Management
Vermont
$38K +$28.6K +60 +222%
PAG
1834
Paladin Advisory Group
Iowa
$37.2K
WPA
1835
Wealth Preservation Advisors
Tennessee
$37.2K +$41K +86 New
HFS
1836
Hughes Financial Services
Virginia
$37.2K -$1.43K -3 -3%
LWM
1837
Lodestone Wealth Management
Washington
$36.8K -$7.63K -16 -16%
AWM
1838
Abound Wealth Management
Tennessee
$36.1K -$4.29K -9 -10%
SGK
1839
Steigerwald Gordon & Koch
Virginia
$35.9K -$15.3K -32 -28%
MWA
1840
Medallion Wealth Advisors
Connecticut
$35.5K -$7.16K -15 -15%
FFO
1841
Fortitude Family Office
Arizona
$32.9K -$247K -517 -87%
RWM
1842
Rialto Wealth Management
New York
$32K +$477 +1 +1%
AEPWM
1843
Atlantic Edge Private Wealth Management
Florida
$31.6K -$3.82K -8 -10%
CW
1844
CrossGen Wealth
North Carolina
$31.6K +$34.8K +73 New
WIM
1845
Westside Investment Management
California
$31.3K -$3.34K -7 -9%
KPP
1846
Kings Path Partners
Texas
$31.1K
PWA
1847
Provenance Wealth Advisors
Florida
$30.3K -$34.8K -73 -51%
HWA
1848
HHM Wealth Advisors
Tennessee
$30.3K +$14.3K +30 +75%
VIS
1849
Vega Investment Solutions
France
$29.8K
WA
1850
Whipplewood Advisors
Colorado
$29.8K +$32.9K +69 New