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Name Holding Trade Value Shares
Change
Change in
Stake
CT
776
Clearstead Trust
Maine
$7.18K +$7.36K +14 New
KFI
777
Key Financial Inc
Pennsylvania
$6.67K – – –
AWM
778
Abound Wealth Management
Tennessee
$6.16K +$525 +1 +9%
SCA
779
Stonebridge Capital Advisors
Minnesota
$6.16K – – –
PWMG
780
Prestige Wealth Management Group
New Jersey
$6.16K +$525 +1 +9%
DCM
781
Davidson Capital Management
Texas
$6.16K +$2.1K +4 +50%
FAM
782
Flaharty Asset Management
Florida
$5.65K +$5.78K +11 New
DAM
783
Delta Asset Management
Tennessee
$5.64K – – –
EAM
784
Eukles Asset Management
Ohio
$5.64K – – –
LF
785
Lee Financial
Texas
$5.64K – – –
VCM
786
Versant Capital Management
Arizona
$5.64K – – –
MWM
787
Mascoma Wealth Management
New Hampshire
$5.64K +$5.78K +11 New
IBOK
788
Independence Bank of Kentucky
Kentucky
$5.13K – – –
RA
789
Rational Advisors
New York
$4.69K – – –
AFG
790
Albion Financial Group
Utah
$4.62K – – –
RWPA
791
Richard W. Paul & Associates
Michigan
$4.62K -$1.05K -2 -18%
PCTC
792
Perkins Coie Trust Company
Washington
$4.62K +$4.73K +9 New
MCM
793
Manchester Capital Management
Vermont
$4.11K – – –
POIA
794
Pin Oak Investment Advisors
Texas
$4K – – –
SIC
795
SJS Investment Consulting
Ohio
$3.59K – – –
MFT
796
Moisand Fitzgerald Tamayo
Florida
$3.59K – – –
RWM
797
Raffa Wealth Management
District of Columbia
$3.59K – – –
RTL
798
Red Tortoise LLC
Georgia
$3.59K – – –
JFA
799
JNBA Financial Advisors
Minnesota
$3.08K – – –
TCA
800
Trifecta Capital Advisors
Illinois
$3.08K – – –