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Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
351
Keating Financial Advisory Services
Kansas
$14.7K +$311 +1 +3%
MB
352
MidFirst Bank
Oklahoma
$14.3K
IA
353
IFP Advisors
Florida
$13.2K
SWM
354
Spire Wealth Management
Virginia
$13.2K
WT
355
Whittier Trust
California
$11.3K
C
356
Covestor
United Kingdom
$11K +$8.39K +27 +2,700%
MAFA
357
MJT & Associates Financial Advisory
Minnesota
$10.6K
CFO
358
CVA Family Office
Colorado
$10.2K +$1.55K +5 +23%
HNW
359
High Note Wealth
Minnesota
$9.42K
DWM
360
Dogwood Wealth Management
Kansas
$8.29K
JFA
361
JNBA Financial Advisors
Minnesota
$7.92K
JWA
362
JFS Wealth Advisors
Pennsylvania
$7.92K +$1.24K +4 +24%
CA
363
Clearstead Advisors
Ohio
$7.92K +$6.52K +21 New
LFG
364
Larson Financial Group
Missouri
$7.16K
APFP
365
Action Point Financial Planning
Michigan
$6.79K +$6.21K +20 New
DJSG
366
D.J. St. Germain
Massachusetts
$6.41K
LI
367
LRI Investments
Florida
$6.03K -$5.59K -18 -53%
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$5.65K
QL
369
Quarry LP
New York
$5.65K +$621 +2 +15%
FFO
370
Fortitude Family Office
Arizona
$4.9K
FMII
371
Farmers & Merchants Investments Inc
Nebraska
$4.52K
SEP
372
Signature Equity Partners
Ohio
$4.27K
TM
373
Torren Management
California
$4.2K
FNWA
374
Financial Network Wealth Advisors
Utah
$4.18K
BWL
375
Bogart Wealth LLC
Virginia
$4.15K