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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1001
Raffa Wealth Management
District of Columbia
$37.9K
MFT
1002
Moisand Fitzgerald Tamayo
Florida
$36.9K -$1.33K -24 -4%
TIM
1003
Tortoise Investment Management
New York
$36.3K -$1.28K -23 -3%
EBA
1004
Eagle Bay Advisors
New York
$36.2K +$33.2K +599 +1,461%
CA
1005
Clearstead Advisors
Ohio
$36.1K -$19.4K -350 -35%
JGIA
1006
Jackson Grant Investment Advisers
Connecticut
$35.5K
BCMLT
1007
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.3K +$166 +3 +0.5%
KFP
1008
KB Financial Partners
New Jersey
$35K -$64.3K -1,159 -65%
KFI
1009
Key Financial Inc
Pennsylvania
$34.9K
IGWM
1010
ICA Group Wealth Management
Colorado
$34.3K -$25.5K -460 -43%
ASBI
1011
American State Bank (Iowa)
Iowa
$33.9K
TAM
1012
Tucker Asset Management
Colorado
$33.1K
FSWA
1013
Financial Synergies Wealth Advisors
Texas
$32.8K -$610 -11 -2%
CWC
1014
Carolinas Wealth Consulting
North Carolina
$32.7K -$5.27K -95 -14%
SF
1015
Safeguard Financial
Wisconsin
$32K +$31.7K +572 New
JWA
1016
JFS Wealth Advisors
Pennsylvania
$31.7K +$2.72K +49 +10%
CAS
1017
Coppell Advisory Solutions
Texas
$31.5K +$31.1K +560 New
WPA
1018
West Paces Advisors
Georgia
$31.3K +$111 +2 +0.4%
TF
1019
TimeScale Financial
Massachusetts
$31.3K -$3.66K -66 -11%
JMF
1020
Johnson Midwest Financial
Iowa
$30K
CA
1021
Centerpoint Advisors
Massachusetts
$30K
AFIA
1022
America First Investment Advisors
Nebraska
$30K
SIC
1023
SJS Investment Consulting
Ohio
$29.5K +$555 +10 +2%
TFGT
1024
TS Financial Group (TSFG)
Illinois
$29K
SWA
1025
SOA Wealth Advisors
New York
$28.9K +$277 +5 +1%