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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1701
Luken Investment Analytics
Tennessee
$1.46K
IA
1702
IFS Advisors
Kansas
$1.46K
HFS
1703
Horizon Financial Services
North Carolina
$1.28K -$5.71K -88 -80%
Kayne Anderson Rudnick Investment Management
1704
Kayne Anderson Rudnick Investment Management
California
$1.25K +$195 +3 +17%
MA
1705
Modus Advisors
Minnesota
$1.23K +$1.36K +21 New
CFS
1706
CGC Financial Services
Oregon
$1.17K
KBFS
1707
Kohmann Bosshard Financial Services
Ohio
$1.17K +$1.3K +20 New
PRAG
1708
Portfolio Resources Advisor Group
Florida
$1.17K +$1.3K +20 New
MAM
1709
Marquette Asset Management
Minnesota
$1.11K -$4.67K -72 -79%
MAS
1710
MPWM Advisory Solutions
Georgia
$1.11K
BDPWM
1711
Barnes Dennig Private Wealth Management
Ohio
$1.05K -$9.35K -144 -89%
AWA
1712
Acumen Wealth Advisors
Tennessee
$1.05K +$1.17K +18 New
WCM
1713
Winthrop Capital Management
Indiana
$1K
GJIA
1714
Glass Jacobson Investment Advisors
Maryland
$995
AP
1715
Aspect Partners
Virginia
$935 -$909 -14 -47%
GFL
1716
Granite FO LLC
New Hampshire
$934
PMAM
1717
Picton Mahoney Asset Management
Ontario, Canada
$934
VR
1718
Vision Retirement
New Jersey
$934 +$1.04K +16 New
NL
1719
NorthAvenue LLC
Ohio
$876 +$974 +15 New
RIAS
1720
Rachor Investment Advisory Services
Michigan
$818 +$909 +14 New
EWA
1721
EQ Wealth Advisors
Texas
$759 +$844 +13 New
MS
1722
Monetary Solutions
Ohio
$642 +$714 +11 New
FS
1723
Financially Speaking
Colorado
$584
MSWA
1724
Marshall & Sterling Wealth Advisors
New York
$584
SA
1725
Seneschal Advisors
Washington
$584