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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
901
Sound Income Strategies
Florida
$4.05K – – –
PC
902
Pier Capital
Connecticut
$4.05K +$3.61K +18 New
BC
903
Bartlett & Co
Ohio
$4K – – –
RWM
904
Raffa Wealth Management
District of Columbia
$3.82K – – –
RTL
905
Red Tortoise LLC
Georgia
$3.82K – – –
WB
906
Webster Bank
Connecticut
$3.6K – – –
KFP
907
KB Financial Partners
New Jersey
$3K -$51.2K -255 -95%
TFGT
908
TS Financial Group (TSFG)
Illinois
$3K +$1.21K +6 +86%
BG
909
Bollard Group
Massachusetts
$3K +$3.01K +15 New
DI
910
Disciplined Investments
Oklahoma
$2.92K -$602 -3 -19%
AssetMark Inc
911
AssetMark Inc
California
$2.92K – – –
SIC
912
SJS Investment Consulting
Ohio
$2.7K +$402 +2 +20%
NC
913
NewSquare Capital
Pennsylvania
$2.7K – – –
LF
914
Lee Financial
Texas
$2.47K – – –
IBOK
915
Independence Bank of Kentucky
Kentucky
$2.47K +$2.21K +11 New
WP
916
WealthPLAN Partners
Nebraska
$2.25K – – –
RFG
917
RFP Financial Group
Georgia
$2.02K – – –
FA
918
Fiduciary Alliance
South Carolina
$1.8K +$1.61K +8 New
FSWA
919
Financial Synergies Wealth Advisors
Texas
$1.57K -$201 -1 -13%
NSIM
920
North Star Investment Management
Illinois
$1.57K – – –
VCM
921
Versant Capital Management
Arizona
$1.57K +$1.41K +7 New
BWM
922
BerganKDV Wealth Management
Minnesota
$1.35K -$402 -2 -25%
TCA
923
Trifecta Capital Advisors
Illinois
$1.35K – – –
AWM
924
Avior Wealth Management
Nebraska
$1.35K – – –
WWM
925
Wolff Wiese Magana
California
$1.12K – – –