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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
776
Kelleher Financial Advisors
New York
$536 – – –
TWM
777
TopTier Wealth Management
Wisconsin
$497 +$528 +33 New
LI
778
LRI Investments
Florida
$452 +$480 +30 New
MWC
779
MBM Wealth Consultants
Missouri
$452 +$480 +30 New
RFG
780
REAP Financial Group
Texas
$391 – – –
CWM
781
Cranbrook Wealth Management
Michigan
$379 – – –
KG
782
Kilter Group
New York
$317 +$96 +6 +40%
KFI
783
Key Financial Inc
Pennsylvania
$301 – – –
CPL
784
Capital & Planning LLC
Georgia
$301 +$320 +20 New
QWM
785
Quaker Wealth Management
New Jersey
$286 -$16 -1 -5%
DF
786
Dunhill Financial
United Kingdom
$272 – – –
SVCP
787
Silicon Valley Capital Partners
California
$271 +$288 +18 New
HIMS
788
Hager Investment Management Services
New Hampshire
$256 – – –
BT
789
Banque Transatlantique
France
$253 – – –
API
790
Asset Planning Inc
California
$226 – – –
RF
791
Roxbury Financial
New Jersey
$226 – – –
BGA
792
Battery Global Advisors
Massachusetts
$196 -$20.9K -1,309 -99%
PTC
793
Private Trust Company
Ohio
$166 – – –
CW
794
Curio Wealth
Maryland
$166 +$176 +11 New
MG
795
Mather Group
Illinois
$154 +$160 +10 New
BCH
796
Berkshire Capital Holdings
California
$151 – – –
FMII
797
Farmers & Merchants Investments Inc
Nebraska
$151 – – –
ACA
798
Atlas Capital Advisors
Wyoming
$135 – – –
DCM
799
Davidson Capital Management
Texas
$91 – – –
BAM
800
Byrne Asset Management
New Jersey
$90 – – –