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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1451
Key Financial Inc
Pennsylvania
$22.5K – – –
CYG
1452
Clean Yield Group
Vermont
$22.3K – – –
CAS
1453
Coppell Advisory Solutions
Texas
$22K +$12K +54 +108%
Capital Analysts LLC
1454
Capital Analysts LLC
Pennsylvania
$22K -$10.2K -46 -30%
BOJHT
1455
Bank of Jackson Hole Trust
Wyoming
$21.5K +$22.4K +101 New
AWM
1456
Abound Wealth Management
Tennessee
$21.3K -$887 -4 -4%
CTA
1457
Colonial Trust Advisors
South Carolina
$21.2K – – –
W
1458
WealthCollab
Washington
$20.2K – – –
HNW
1459
High Note Wealth
Minnesota
$20.2K +$21.1K +95 New
Altshuler Shaham
1460
Altshuler Shaham
Israel
$20K +$222 +1 +1%
NFSG
1461
Newbridge Financial Services Group
Florida
$19.7K – – –
B
1462
Birchbrook
Maine
$19.5K +$20.4K +92 New
DIP
1463
DT Investment Partners
Pennsylvania
$19.1K – – –
SGC
1464
Slocum, Gordon & Co
Rhode Island
$19.1K – – –
MFT
1465
Moisand Fitzgerald Tamayo
Florida
$18.9K – – –
WWP
1466
WR Wealth Planners
Missouri
$18.7K +$444 +2 +2%
MMCM
1467
Murphy & Mullick Capital Management
New York
$18.7K +$19.5K +88 New
OC
1468
Oakworth Capital
Alabama
$18.1K – – –
AP
1469
Atwood & Palmer
Missouri
$17.2K – – –
VWM
1470
Valley Wealth Managers
New Jersey
$17K – – –
DWM
1471
Darwin Wealth Management
Florida
$17K – – –
FPF
1472
First Pacific Financial
Washington
$16.9K +$222 +1 +1%
MWM
1473
Mascoma Wealth Management
New Hampshire
$16.6K +$6.21K +28 +56%
GG
1474
Gleason Group
Kentucky
$16.1K – – –
GIA
1475
GHP Investment Advisors
Colorado
$15.3K – – –