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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
501
Albion Financial Group
Utah
$5.47K – – –
SFS
502
Sunrise Financial Services
Washington
$5.3K – – –
IFP Advisors
503
IFP Advisors
Florida
$5.1K -$3.01K -410 -39%
SWM
504
SHP Wealth Management
Massachusetts
$5.09K +$786 +107 +20%
Manning & Napier Advisors
505
Manning & Napier Advisors
New York
$5.09K +$4.24K +578 +948%
PWA
506
Physician Wealth Advisors
Utah
$5.01K +$2.32K +316 +103%
DJSG
507
D.J. St. Germain
Massachusetts
$4.72K – – –
SEP
508
Signature Equity Partners
Ohio
$4.6K -$286 -39 -6%
KFI
509
Key Financial Inc
Pennsylvania
$4.56K – – –
GWM
510
Gilpin Wealth Management
Colorado
$4.34K – – –
FMP
511
Financial Management Professionals
Texas
$4.21K +$3.55K +483 +1,208%
First Command Advisory Services
512
First Command Advisory Services
Texas
$4.04K +$3.69K +502 New
CFO
513
CVA Family Office
Colorado
$4.02K – – –
FRA
514
Front Row Advisors
California
$4.02K – – –
KG
515
Kilter Group
New York
$3.87K +$3.35K +456 +1,824%
BIA
516
Bell Investment Advisors
California
$3.78K – – –
SIC
517
SJS Investment Consulting
Ohio
$3.62K +$3.3K +450 New
KFP
518
Kerr Financial Planning
California
$3.32K – – –
Kayne Anderson Rudnick Investment Management
519
Kayne Anderson Rudnick Investment Management
California
$3.22K – – –
Evelyn Partners Investment Management
520
Evelyn Partners Investment Management
$2.96K – – –
IAS
521
IMA Advisory Services
Colorado
$2.84K -$984 -134 -28%
RWM
522
RMG Wealth Management
Wisconsin
$2.76K +$1.45K +198 New
IAAG
523
Innovative Asset Advisors Group
Connecticut
$2.69K +$2.46K +335 New
PTC
524
Private Trust Company
Ohio
$2.68K +$264 +36 +12%
PWA
525
Principia Wealth Advisory
Texas
$2.65K +$609 +83 +34%