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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1001
Valley National Advisers
Pennsylvania
$40K -$4K -72 -9%
KFS
1002
Kelly Financial Services
Massachusetts
$38.7K -$2K -36 -5%
RWM
1003
Raffa Wealth Management
District of Columbia
$37.9K – – –
MFT
1004
Moisand Fitzgerald Tamayo
Florida
$36.9K -$1.33K -24 -4%
TIM
1005
Tortoise Investment Management
New York
$36.3K -$1.28K -23 -3%
EBA
1006
Eagle Bay Advisors
New York
$36.2K +$33.2K +599 +1,461%
CA
1007
Clearstead Advisors
Ohio
$36.1K -$19.4K -350 -35%
JGIA
1008
Jackson Grant Investment Advisers
Connecticut
$35.5K – – –
BCMLT
1009
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.3K +$166 +3 +0.5%
KFP
1010
KB Financial Partners
New Jersey
$35K -$64.3K -1,159 -65%
KFI
1011
Key Financial Inc
Pennsylvania
$34.9K – – –
IGWM
1012
ICA Group Wealth Management
Colorado
$34.3K -$25.5K -460 -43%
ASBI
1013
American State Bank (Iowa)
Iowa
$33.9K – – –
TAM
1014
Tucker Asset Management
Colorado
$33.1K – – –
FSWA
1015
Financial Synergies Wealth Advisors
Texas
$32.8K -$610 -11 -2%
CWC
1016
Carolinas Wealth Consulting
North Carolina
$32.7K -$5.27K -95 -14%
SF
1017
Safeguard Financial
Wisconsin
$32K +$31.7K +572 New
JWA
1018
JFS Wealth Advisors
Pennsylvania
$31.7K +$2.72K +49 +10%
CAS
1019
Coppell Advisory Solutions
Texas
$31.5K +$31.1K +560 New
WPA
1020
West Paces Advisors
Georgia
$31.3K +$111 +2 +0.4%
TF
1021
TimeScale Financial
Massachusetts
$31.3K -$3.66K -66 -11%
JMF
1022
Johnson Midwest Financial
Iowa
$30K – – –
CA
1023
Centerpoint Advisors
Massachusetts
$30K – – –
AFIA
1024
America First Investment Advisors
Nebraska
$30K – – –
SIC
1025
SJS Investment Consulting
Ohio
$29.5K +$555 +10 +2%