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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2226
Selective Wealth Management
Virginia
$44K -$9.32K -70 -15%
TF
2227
TimeScale Financial
Massachusetts
$43K -$5.86K -44 -10%
KFI
2228
Key Financial Inc
Pennsylvania
$42K -$22.5K -169 -32%
Kayne Anderson Rudnick Investment Management
2229
Kayne Anderson Rudnick Investment Management
California
$42K -$2K -15 -4%
BCMLT
2230
Beacon Capital Management LLC (Tennessee)
Tennessee
$41K +$47.5K +357 New
SWM
2231
Sugarloaf Wealth Management
Georgia
$40K -$31.5K -237 -41%
CWA
2232
Clearview Wealth Advisors
Oregon
$39K -$16.1K -121 -27%
PAG
2233
Paladin Advisory Group
Iowa
$38K +$43.7K +328 New
UAML
2234
US Asset Management LLC
Pennsylvania
$38K +$43.9K +330 New
CDIA
2235
Capital Directions Investment Advisors
Georgia
$37K +$42.5K +319 New
SC
2236
Solstein Capital
California
$36K -$2.66K -20 -6%
CWM
2237
CarsonAllaria Wealth Management
Illinois
$36K -$1.6K -12 -4%
DI
2238
Disciplined Investments
Oklahoma
$36K +$18.8K +141 +83%
CL
2239
CSS LLC
Illinois
$35K -$426K -3,200 -91%
FFA
2240
Freedman Financial Associates
Massachusetts
$35K – – –
DWP
2241
Destiny Wealth Partners
Florida
$34K -$7.99K -60 -17%
IFS
2242
Intelligent Financial Strategies
Minnesota
$34K +$12.8K +96 +48%
GLLW
2243
Graves Light Lenhart Wealth
Virginia
$33K -$14.6K -110 -28%
AFS
2244
Annapolis Financial Services
Maryland
$32K – – –
AA
2245
Addison Advisors
Vermont
$32K +$18.6K +140 +101%
HWM
2246
HighMark Wealth Management
Minnesota
$31K -$1.46K -11 -4%
RG
2247
Retirement Group
California
$29K -$42.5K -319 -56%
GC
2248
Gould Capital
Washington
$29K -$1.33K -10 -4%
RA
2249
Resolute Advisors
California
$29K – – –
RIM
2250
Rockbridge Investment Management
New York
$28.5K -$116K -875 -78%