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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
626
Key Financial Inc
Pennsylvania
$12K
ZB
627
Zions Bancorporation
Utah
$11.8K -$651 -3 -5%
TFA
628
Transamerica Financial Advisors
Florida
$11K +$9.98K +46 New
AIM
629
Anchor Investment Management
South Carolina
$10.9K
JWA
630
JFS Wealth Advisors
Pennsylvania
$9.86K +$651 +3 +7%
SWA
631
Sutton Wealth Advisors
Florida
$9.42K -$434 -2 -4%
CAC
632
Core Alternative Capital
Georgia
$8.77K +$434 +2 +5%
CHC
633
City Holding Co
West Virginia
$7.01K
IRC
634
Investors Research Corp
Georgia
$6.79K
SC
635
Schubert & Co
Texas
$6.35K -$434 -2 -6%
VCM
636
Versant Capital Management
Arizona
$6.11K
RWM
637
Raffa Wealth Management
District of Columbia
$5.04K
BAAM
638
Baker Avenue Asset Management
California
$5.04K +$434 +2 +10%
UIA
639
Ulland Investment Advisors
Minnesota
$5K
CT
640
Caldwell Trust
Florida
$4.82K
MFT
641
Moisand Fitzgerald Tamayo
Florida
$4.82K
EBA
642
Eagle Bay Advisors
New York
$4.6K -$1.95K -9 -30%
AWM
643
Abound Wealth Management
Tennessee
$4.38K +$1.08K +5 +33%
SS
644
Sunbelt Securities
Texas
$4.14K +$4.12K +19 New
FMP
645
Financial Management Professionals
Texas
$4K +$3.9K +18 +1,800%
CLOS
646
Compagnie Lombard Odier SCmA
Switzerland
$3.5K
GBT
647
Grove Bank & Trust
Florida
$3.5K +$3.47K +16 New
RA
648
Rise Advisors
New York
$3.33K
TFA
649
Toth Financial Advisory
Virginia
$3.29K +$1.52K +7 +88%
LCM
650
Logan Capital Management
Pennsylvania
$3.28K