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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1101
Krane Funds Advisors
New York
$736K -$138K -21,920 -16%
KWM
1102
Keebeck Wealth Management
Illinois
$735K +$288K +45,600 +69%
AWA
1103
Arete Wealth Advisors
Illinois
$734K -$18.9K -3,000 -3%
SP
1104
Successful Portfolios
Florida
$728K -$22.7K -3,600 -3%
MPPLM
1105
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$728K +$52.5K +8,320 +4%
CRWM
1106
Castle Rock Wealth Management
California
$723K -$425K -67,400 -43%
IAIM
1107
International Assets Investment Management
Florida
$722K +$692K +109,640 New
CTA
1108
Chesley Taft & Associates
Illinois
$712K +$681K +108,000 New
NFC
1109
Northeast Financial Consultants
Connecticut
$711K -$9.34K -1,480 -1%
CA
1110
Clearstead Advisors
Ohio
$711K +$88.6K +14,040 +15%
DW
1111
Domani Wealth
Pennsylvania
$710K +$131K +20,840 +24%
SG
1112
StoneX Group
New York
$708K +$157K +24,920 +30%
WCM
1113
Washburn Capital Management
Florida
$706K +$182K +28,800 +37%
SFA
1114
Sequoia Financial Advisors
Ohio
$705K +$143K +22,720 +27%
BCWM
1115
Blue Chip Wealth Management
Florida
$704K -$7.82K -1,240 -1%
CMBA
1116
C.M. Bidwell & Associates
Hawaii
$704K +$104K +16,440 +18%
TSS
1117
Two Sigma Securities
New York
$697K +$668K +105,840 New
OAM
1118
Optimal Asset Management
California
$693K -$1.66M -262,880 -71%
FHC
1119
First Heartland Consultants
Missouri
$692K -$28.3K -4,480 -4%
MIG
1120
McGuire Investment Group
Rhode Island
$689K -$37.9K -6,000 -5%
DCM
1121
Davidson Capital Management
Texas
$686K -$158K -25,000 -19%
Vanguard Personalized Indexing Management
1122
Vanguard Personalized Indexing Management
California
$686K +$657K +104,080 New
SAM
1123
S.A. Mason
Michigan
$684K -$54.3K -8,600 -8%
JFA
1124
Johanson Financial Advisors
California
$683K -$37.4K -5,920 -5%
FDS
1125
Freedom Day Solutions
Texas
$682K +$653K +103,520 New