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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
801
Valued Wealth Advisors
Utah
$7.44K +$6.29K +80 New
CWP
802
Concord Wealth Partners
Virginia
$7.43K -$864 -11 -11%
WT
803
Washington Trust
Rhode Island
$7.43K +$6.99K +89 New
RG
804
Retirement Group
California
$7.27K +$2.91K +37 +74%
PK
805
Pflug Koory
Nebraska
$7.1K – – –
MSWM
806
McGlone Suttner Wealth Management
Wisconsin
$7.1K +$6.68K +85 New
PPC
807
Park Place Capital
Alabama
$7.02K -$59.2K -753 -90%
TWM
808
Tradition Wealth Management
Minnesota
$7K -$1.02K -13 -14%
TIM
809
Thompson Investment Management
Wisconsin
$6.6K – – –
TCA
810
Trifecta Capital Advisors
Illinois
$6.43K +$6.05K +77 New
AWM
811
Abound Wealth Management
Tennessee
$6.3K -$314 -4 -5%
AAP
812
Arax Advisory Partners
Colorado
$6.18K -$7.31K -93 -56%
FWM
813
FSA Wealth Management
Massachusetts
$6K +$5.74K +73 New
LFA
814
LGT Financial Advisors
Texas
$5.76K – – –
RWM
815
Raffa Wealth Management
District of Columbia
$5.51K – – –
SIC
816
SJS Investment Consulting
Ohio
$5.35K -$864 -11 -15%
OLVIG
817
Oliver Lagore Vanvalin Investment Group
Michigan
$5.35K – – –
KFI
818
Key Financial Inc
Pennsylvania
$4.93K – – –
DPW
819
DiNuzzo Private Wealth
Pennsylvania
$4.59K +$4.32K +55 New
Kayne Anderson Rudnick Investment Management
820
Kayne Anderson Rudnick Investment Management
California
$4.59K +$550 +7 +15%
LF
821
Lee Financial
Texas
$4.51K -$2.04K -26 -33%
GEA
822
Glen Eagle Advisors
New Jersey
$4.26K – – –
ATC
823
Advantage Trust Company
Kansas
$4.18K +$3.93K +50 New
MCM
824
Manchester Capital Management
Vermont
$4.01K +$3.69K +47 +4,700%
AEPWM
825
Atlantic Edge Private Wealth Management
Florida
$3.51K +$3.3K +42 New