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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
326
Key Financial Inc
Pennsylvania
$15K +$6.31K +380 +61%
ACM
327
Anfield Capital Management
California
$14.1K +$15.7K +945 New
GBT
328
Grove Bank & Trust
Florida
$12.6K +$881 +53 +7%
EP
329
Essential Partners
California
$12.3K +$3.72K +224 +37%
National Bank of Canada
330
National Bank of Canada
Quebec, Canada
$12.3K -$6.71K -404 -33%
CPG
331
Cornerstone Planning Group
New Jersey
$12.3K -$183 -11 -1%
First Command Advisory Services
332
First Command Advisory Services
Texas
$12.2K +$12.7K +763 New
GW&K Investment Management
333
GW&K Investment Management
Massachusetts
$12K +$4.57K +275 +51%
RFP
334
Root Financial Partners
California
$11.8K -$12.7K -765 -49%
RWS
335
Retirement Wealth Solutions
Wisconsin
$11.6K -$1.03K -62 -7%
TFA
336
Transamerica Financial Advisors
Florida
$11.2K +$548 +33 +5%
BIA
337
Bell Investment Advisors
California
$10.9K -$4.34K -261 -26%
SIC
338
SJS Investment Consulting
Ohio
$10.8K – – –
W
339
WealthCollab
Washington
$9.61K – – –
IAAG
340
Innovative Asset Advisors Group
Connecticut
$9.31K +$10.4K +625 New
AGWCA
341
Annis Gardner Whiting Capital Advisors
Florida
$9.19K – – –
RWM
342
Raffa Wealth Management
District of Columbia
$9.15K -$1.28K -77 -11%
RF
343
Rossby Financial
Florida
$8.99K +$9.6K +578 New
Cassaday & Co Wealth Management
344
Cassaday & Co Wealth Management
Virginia
$8.96K +$9.98K +601 New
BW
345
Bravera Wealth
North Dakota
$8.84K – – –
Nisa Investment Advisors
346
Nisa Investment Advisors
Missouri
$8.63K +$947 +57 +11%
SEP
347
Signature Equity Partners
Ohio
$8.13K – – –
WA
348
WPG Advisers
Maryland
$8.13K – – –
Manning & Napier Advisors
349
Manning & Napier Advisors
New York
$7.77K -$714 -43 -7%
Salem Investment Counselors
350
Salem Investment Counselors
North Carolina
$7.75K +$8.31K +500 New