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Keysight

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
626
Edge Wealth Management
New York
$4K
FWM
627
FSA Wealth Management
Massachusetts
$4K
HFM
628
Hartford Financial Management
Connecticut
$4K
JCM
629
Jacobi Capital Management
Pennsylvania
$4K
SIS
630
Sound Income Strategies
Florida
$4K +$2.09K +22 +92%
GWS
631
Glassman Wealth Services
Virginia
$4K +$2.85K +30 +143%
CCM
632
Cox Capital Management
Massachusetts
$4K +$3.51K +37 New
BSG
633
Black Swift Group
Colorado
$4K +$4.75K +50 New
WQ
634
Wealth Quarterback
New Jersey
$3.35K +$3.8K +40 New
LPWM
635
Lake Point Wealth Management
Texas
$3K
EW
636
Evoke Wealth
California
$2.68K -$4.65K -49 -60%
OPS
637
Orion Portfolio Solutions
Nebraska
$2K -$475 -5 -17%
BWM
638
Baystate Wealth Management
Massachusetts
$2K
CFA
639
Carroll Financial Associates
North Carolina
$2K
CWM
640
Cranbrook Wealth Management
Michigan
$2K
EWM
641
EPG Wealth Management
Georgia
$2K
FCA
642
FinTrust Capital Advisors
South Carolina
$2K
RCA
643
Ranch Capital Advisors
Florida
$2K
EFSCE
644
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.71K +18 +164%
AT
645
Arden Trust
Delaware
$2K +$2.09K +22 New
PWMG
646
Prestige Wealth Management Group
New Jersey
$2K +$2.37K +25 New
RWA
647
Ropes Wealth Advisors
Massachusetts
$2K +$2.47K +26 New
RWM
648
Raffa Wealth Management
District of Columbia
$1.93K
OAM
649
Optimal Asset Management
California
$1.71K +$1.44M +15,121 +285%
VCM
650
Versant Capital Management
Arizona
$1K -$1.33K -14 -42%