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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
626
Key Financial Inc
Pennsylvania
$13K
SC
627
Stephens Consulting
Michigan
$12.1K -$12.1K -50 -50%
SC
628
Siena Capital
Ohio
$12K +$12.1K +50 New
T
629
TCWP
Ohio
$12K +$12.8K +53 New
SWA
630
Sutton Wealth Advisors
Florida
$11.2K +$968 +4 +10%
JWA
631
JFS Wealth Advisors
Pennsylvania
$11K +$7.01K +29 +171%
MCM
632
MV Capital Management
Maryland
$10K -$1.45K -6 -12%
CHC
633
City Holding Co
West Virginia
$8K
EW
634
Evoke Wealth
California
$8K +$4.84K +20 +167%
FFA
635
Freedman Financial Associates
Massachusetts
$8K +$7.98K +33 New
TFO
636
Tarbox Family Office
California
$7K -$7.26K -30 -51%
BBHC
637
Brown Brothers Harriman & Co
New York
$7K -$2.66K -11 -28%
GLLW
638
Graves Light Lenhart Wealth
Virginia
$7K
VCM
639
Versant Capital Management
Arizona
$7K
VCM
640
Vigilant Capital Management
Maine
$7K
UIA
641
Ulland Investment Advisors
Minnesota
$6K
CAC
642
Core Alternative Capital
Georgia
$6K +$5.08K +21 +420%
MFT
643
Moisand Fitzgerald Tamayo
Florida
$6K +$5.56K +23 New
CI
644
Cordant Inc
Oregon
$6K +$6.29K +26 New
RWM
645
Raffa Wealth Management
District of Columbia
$5.82K +$242 +1 +4%
Jones Financial Companies
646
Jones Financial Companies
Missouri
$5K -$1.69K -7 -25%
PCG
647
Private Capital Group
Connecticut
$5K
RA
648
Rise Advisors
New York
$5K
FF
649
FourThought Financial
Florida
$5K +$726 +3 +18%
BWM
650
BerganKDV Wealth Management
Minnesota
$4K