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Name Holding Trade Value Shares
Change
Change in
Stake
TC
701
Truvestments Capital
Florida
$33.3K +$16.1K +98 +117%
MAM
702
Morse Asset Management
Connecticut
$32K +$28.8K +175 New
KFAS
703
Keating Financial Advisory Services
Kansas
$31.7K +$7.24K +44 +34%
RF
704
Rossby Financial
Florida
$30.4K +$27.3K +166 New
RIL
705
Rothschild Investment LLC
Illinois
$29.7K -$1.97K -12 -7%
BTI
706
Blue Trust Inc
Georgia
$29.7K +$987 +6 +4%
BWL
707
Bogart Wealth LLC
Virginia
$28.7K +$1.97K +12 +8%
MWA
708
Medallion Wealth Advisors
Connecticut
$28K +$25.2K +153 New
NRG
709
Nemes Rush Group
Michigan
$27.6K – – –
WSFS
710
Wilmington Savings Fund Society
Delaware
$27.5K -$1.15K -7 -4%
HPC
711
HM Payson & Co
Maine
$27.5K – – –
KG
712
Kilter Group
New York
$27.5K +$1.32K +8 +6%
MAM
713
Meeder Asset Management
Ohio
$27.5K +$5.59K +34 +29%
TFA
714
Transamerica Financial Advisors
Florida
$27.1K +$5.26K +32 +28%
BFS
715
Burkett Financial Services
South Carolina
$26.4K +$23.7K +144 New
APW
716
Aventura Private Wealth
Florida
$26.2K +$23.5K +143 New
AW
717
Avion Wealth
Texas
$26K +$1.97K +12 +9%
BF
718
BOK Financial
Oklahoma
$24.9K +$22.4K +136 New
SW
719
StrongBox Wealth
Missouri
$24.7K +$22.2K +135 New
TWD
720
True Wealth Design
Ohio
$24.5K -$6.42K -39 -23%
RWS
721
Retirement Wealth Solutions
Wisconsin
$24.5K – – –
FA
722
Fedenia Advisers
Wisconsin
$24.4K +$21.9K +133 New
SIC
723
Salem Investment Counselors
North Carolina
$24.2K – – –
CPG
724
Cornerstone Planning Group
New Jersey
$23.1K +$2.3K +14 +12%
RWM
725
Raffa Wealth Management
District of Columbia
$22.5K +$822 +5 +4%