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Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
726
Kathleen S. Wright Associates
Pennsylvania
$6.19K – – –
CFD
727
Creative Financial Designs
Indiana
$5.54K – – –
DF
728
DecisionPoint Financial
Arizona
$5.21K – – –
SWM
729
Spire Wealth Management
Virginia
$5.21K -$23.8K -72 -82%
ANBT
730
American National Bank & Trust
Texas
$5.21K – – –
SIC
731
SJS Investment Consulting
Ohio
$4.89K – – –
AWM
732
Atticus Wealth Management
Florida
$4.89K -$11.2K -34 -69%
OC
733
Oakworth Capital
Alabama
$4.89K – – –
VCM
734
Versant Capital Management
Arizona
$4.89K – – –
JGIA
735
Jackson Grant Investment Advisers
Connecticut
$4.89K +$4.96K +15 New
AWM
736
Avior Wealth Management
Nebraska
$4.56K +$3.64K +11 +367%
DI
737
Disciplined Investments
Oklahoma
$3.91K +$331 +1 +9%
GWSA
738
Global Wealth Strategies & Associates
Colorado
$3.91K +$3.97K +12 New
TCA
739
Trifecta Capital Advisors
Illinois
$3.58K – – –
GFPC
740
Global Financial Private Client
Florida
$3.57K – – –
PWMG
741
Prestige Wealth Management Group
New Jersey
$3.26K -$331 -1 -9%
RWM
742
Raffa Wealth Management
District of Columbia
$3.26K – – –
SWA
743
SOA Wealth Advisors
New York
$3.26K – – –
AWM
744
Abound Wealth Management
Tennessee
$2.61K – – –
BWL
745
Bogart Wealth LLC
Virginia
$2.61K +$2.65K +8 New
WPA
746
West Paces Advisors
Georgia
$2.28K +$992 +3 +75%
SSC
747
Syverson Strege & Co
Iowa
$2.28K +$2.31K +7 New
WP
748
WealthPLAN Partners
Nebraska
$1.96K +$1.98K +6 New
CBT
749
Central Bank & Trust
Kentucky
$1.63K +$1.65K +5 New
BAM
750
Bellevue Asset Management
Washington
$1.3K – – –