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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
651
Key Financial Inc
Pennsylvania
$15K – – –
TFO
652
Tarbox Family Office
California
$14K – – –
EBA
653
Eagle Bay Advisors
New York
$14K +$5.2K +19 +49%
CFA
654
Carroll Financial Associates
North Carolina
$13K -$146K -534 -91%
ZB
655
Zions Bancorporation
Utah
$12K – – –
LWM
656
Liberty Wealth Management
California
$12K +$5.74K +21 +84%
MCM
657
MV Capital Management
Maryland
$11K +$3.83K +14 +48%
SWA
658
Sutton Wealth Advisors
Florida
$10.5K +$273 +1 +3%
EWA
659
Evolution Wealth Advisors
Florida
$9K – – –
CHC
660
City Holding Co
West Virginia
$8K – – –
GLLW
661
Graves Light Lenhart Wealth
Virginia
$8K +$7.93K +29 New
VCM
662
Versant Capital Management
Arizona
$7K -$2.73K -10 -26%
SSC
663
Syverson Strege & Co
Iowa
$7K – – –
VCM
664
Vigilant Capital Management
Maine
$7K +$7.38K +27 New
RWM
665
Raffa Wealth Management
District of Columbia
$6.06K – – –
KIG
666
Kowal Investment Group
Wisconsin
$6K +$5.74K +21 New
LF
667
Lee Financial
Texas
$5K – – –
PCG
668
Private Capital Group
Connecticut
$5K – – –
BWM
669
BerganKDV Wealth Management
Minnesota
$4K – – –
CLOS
670
Compagnie Lombard Odier SCmA
Switzerland
$4K – – –
EW
671
Evoke Wealth
California
$3K -$2.73K -10 -45%
LIM
672
Longfellow Investment Management
Massachusetts
$3K – – –
CCC
673
Crescent Capital Consulting
Louisiana
$2K – – –
CA
674
Crewe Advisors
Utah
$2K – – –
PWMG
675
Prestige Wealth Management Group
New Jersey
$2K – – –