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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
701
Cullen/Frost Bankers
Texas
$16.8K -$13.6K -145 -54%
1CP
702
1015 Capital Partners
Pennsylvania
$16.5K +$376 +4 +3%
KFA
703
Kelleher Financial Advisors
New York
$16.4K +$5.64K +60 +100%
TFGT
704
TS Financial Group (TSFG)
Illinois
$16K
APFP
705
Action Point Financial Planning
Michigan
$15.8K +$11.3K +120 New
PS
706
Planning Strategies
Pennsylvania
$15.7K +$10.8K +115 New
TWD
707
True Wealth Design
Ohio
$15K -$17.7K -188 -63%
IA
708
IFG Advisory
Georgia
$14.2K +$9.78K +104 New
FFO
709
Fortitude Family Office
Arizona
$13.6K +$3.39K +36 +56%
TSMHT
710
Thurston Springer Miller Herd & Titak
Indiana
$13.6K +$9.4K +100 New
EP
711
Essential Partners
California
$12.7K -$1.98K -21 -18%
Vanguard National Trust
712
Vanguard National Trust
Pennsylvania
$12.6K
QL
713
Quarry LP
New York
$12.3K -$117K -1,249 -93%
KAS
714
Kemnay Advisory Services
New York
$11.3K +$1.41K +15 +22%
BIA
715
Bell Investment Advisors
California
$11.2K -$7.62K -81 -50%
AA
716
Addison Advisors
Vermont
$10.6K +$752 +8 +11%
TAP
717
Tounjian Advisory Partners
Florida
$10.6K +$7.33K +78 New
BCM
718
Boreal Capital Management
Florida
$10.2K
PWMA
719
Pension & Wealth Management Advisors
Massachusetts
$10.2K
CFFP
720
Center for Financial Planning
Michigan
$10.1K -$67.8K -721 -91%
FHC
721
First Horizon Corporation
Tennessee
$10.1K -$470 -5 -6%
BWL
722
Bogart Wealth LLC
Virginia
$9.96K +$6.3K +67 +1,117%
AWM
723
Activest Wealth Management
Florida
$9.82K +$6.68K +71 +7,100%
CJ
724
Caitlin John
Michigan
$9.55K -$47.5K -505 -88%
DF
725
Downshift Financial
Colorado
$9.55K +$6.58K +70 New