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Name Holding Trade Value Shares
Change
Change in
Stake
PS
601
Planning Strategies
Pennsylvania
$17.2K +$17.1K +306 New
KFI
602
Key Financial Inc
Pennsylvania
$16.9K – – –
ABC
603
Anchor Bay Capital
California
$16.5K +$15.3K +275 New
CFB
604
Cullen/Frost Bankers
Texas
$12.1K +$12K +215 New
FNWA
605
Financial Network Wealth Advisors
Utah
$11.9K +$56 +1 +0.5%
BW
606
Bravera Wealth
North Dakota
$11.3K – – –
CCM
607
Chilton Capital Management
Texas
$11.3K – – –
CTB
608
Country Trust Bank
Illinois
$11.3K – – –
HWA
609
HHM Wealth Advisors
Tennessee
$11.3K – – –
CIA
610
Cape Investment Advisory
Georgia
$11.3K +$11.2K +200 New
UFF
611
USA Financial Formulas
Michigan
$11K +$10.9K +195 New
WIM
612
Westside Investment Management
California
$8.45K +$1.12K +20 +15%
PCFFS
613
Pacific Center for Financial Services
California
$8.39K – – –
VFM
614
Vision Financial Markets
Connecticut
$7.55K +$112 +2 +2%
SFCL
615
Strengthening Families & Communities LLC
Massachusetts
$7.1K – – –
GA
616
GFS Advisors
Texas
$6.97K +$1.08M +19,325 New
NWM
617
Nova Wealth Management
Florida
$6.37K – – –
CAM
618
Costello Asset Management
Pennsylvania
$5.86K – – –
BIM
619
Bullseye Investment Management
Ohio
$5.63K – – –
EWM
620
Evolution Wealth Management
Florida
$5.63K – – –
JWM
621
JPL Wealth Management
Colorado
$5.63K – – –
MWPCG
622
Measured Wealth Private Client Group
New Hampshire
$5.63K – – –
KA
623
Kozak & Associates
Colorado
$5.45K +$56 +1 +1%
CFFP
624
Center for Financial Planning
Michigan
$4.79K – – –
UBS AM
625
UBS AM
Illinois
$3.89K – – –