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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
501
Sunrise Financial Services
Washington
$5.3K
IA
502
IFP Advisors
Florida
$5.1K -$3.01K -410 -39%
SWM
503
SHP Wealth Management
Massachusetts
$5.09K +$786 +107 +20%
MNA
504
Manning & Napier Advisors
New York
$5.09K +$4.24K +578 +948%
PWA
505
Physician Wealth Advisors
Utah
$5.01K +$2.32K +316 +103%
DJSG
506
D.J. St. Germain
Massachusetts
$4.72K
SEP
507
Signature Equity Partners
Ohio
$4.6K -$286 -39 -6%
KFI
508
Key Financial Inc
Pennsylvania
$4.56K
GWM
509
Gilpin Wealth Management
Colorado
$4.34K
FMP
510
Financial Management Professionals
Texas
$4.21K +$3.55K +483 +1,208%
FCAS
511
First Command Advisory Services
Texas
$4.04K +$3.69K +502 New
CFO
512
CVA Family Office
Colorado
$4.02K
FRA
513
Front Row Advisors
California
$4.02K
KG
514
Kilter Group
New York
$3.87K +$3.35K +456 +1,824%
BIA
515
Bell Investment Advisors
California
$3.78K
SIC
516
SJS Investment Consulting
Ohio
$3.62K +$3.3K +450 New
KFP
517
Kerr Financial Planning
California
$3.32K
Kayne Anderson Rudnick Investment Management
518
Kayne Anderson Rudnick Investment Management
California
$3.22K
EPIM
519
Evelyn Partners Investment Management
$2.96K
IAS
520
IMA Advisory Services
Colorado
$2.84K -$984 -134 -28%
RWM
521
RMG Wealth Management
Wisconsin
$2.76K +$1.45K +198 New
IAAG
522
Innovative Asset Advisors Group
Connecticut
$2.69K +$2.46K +335 New
PTC
523
Private Trust Company
Ohio
$2.68K +$264 +36 +12%
PWA
524
Principia Wealth Advisory
Texas
$2.65K +$609 +83 +34%
WB
525
Webster Bank
Connecticut
$2.59K