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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
601
Capital Advisors Ltd
Ohio
$8K -$1.83K -98 -20%
FMP
602
Financial Management Professionals
Texas
$8K +$4.36K +233 +120%
VWA
603
Valued Wealth Advisors
Utah
$7.85K +$4.47K +239 +151%
DF
604
Dunhill Financial
United Kingdom
$7.33K +$4.04K +216 +139%
GEA
605
Glen Eagle Advisors
New Jersey
$6.96K
KFI
606
Key Financial Inc
Pennsylvania
$6.6K
HWM
607
Hemington Wealth Management
Virginia
$6K +$6.44K +344 New
TF
608
Tompkins Financial
New York
$5.93K
CT
609
Colonial Trust
South Carolina
$5.73K +$1.67K +89 +45%
SS
610
Sunbelt Securities
Texas
$5.57K
MIA
611
MeadowBrook Investment Advisors
Michigan
$5.56K
WT
612
Whittier Trust
California
$5.44K
AW
613
Avion Wealth
Texas
$5K -$56 -3 -1%
HGERS
614
Householder Group Estate & Retirement Specialist
Arizona
$5K
RTL
615
Red Tortoise LLC
Georgia
$4.92K
CWP
616
Concord Wealth Partners
Virginia
$4.53K +$4.29K +229 New
BCWM
617
Bartlett & Co Wealth Management
Ohio
$4.39K
SIC
618
Salem Investment Counselors
North Carolina
$4.09K +$3.87K +207 New
PCM
619
Penserra Capital Management
California
$4K +$337 +18 +9%
Kayne Anderson Rudnick Investment Management
620
Kayne Anderson Rudnick Investment Management
California
$3.97K
TH
621
TCTC Holdings
Texas
$3.97K
AAG
622
Armstrong Advisory Group
Massachusetts
$3.95K
CFFP
623
Center for Financial Planning
Michigan
$3.95K
RFG
624
REAP Financial Group
Texas
$3.95K +$3.74K +200 New
S
625
Sachetta
Massachusetts
$3.82K