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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
701
SJS Investment Consulting
Ohio
$2.29K -$439 -2 -15%
LF
702
Lee Financial
Texas
$2.29K +$1.98K +9 +450%
HS
703
Horan Securities
United States
$2.08K – – –
DI
704
Disciplined Investments
Oklahoma
$1.87K -$439 -2 -18%
LIM
705
Longfellow Investment Management
Massachusetts
$1.67K – – –
TFA
706
Toth Financial Advisory
Virginia
$1.67K – – –
GWM
707
Geneos Wealth Management
Colorado
$1.46K – – –
BWM
708
BerganKDV Wealth Management
Minnesota
$1.25K – – –
FSWA
709
Financial Synergies Wealth Advisors
Texas
$1.25K – – –
PWMG
710
Prestige Wealth Management Group
New Jersey
$1.25K – – –
EE
711
EWG Elevate
California
$1.25K +$1.32K +6 New
GEA
712
Glen Eagle Advisors
New Jersey
$1.04K – – –
GFPC
713
Global Financial Private Client
Florida
$1.04K +$1.1K +5 New
NSIM
714
North Star Investment Management
Illinois
$1.04K +$1.1K +5 New
Jones Financial Companies
715
Jones Financial Companies
Missouri
$1K – – –
SC
716
Sierra Capital
Florida
$1K – – –
PCM
717
Penserra Capital Management
California
$1K +$1.76K +8 New
MA
718
MCF Advisors
Kentucky
$833 – – –
MPCL
719
My Personal CFO LLC
Washington
$833 +$879 +4 New
AWM
720
Avior Wealth Management
Nebraska
$832 – – –
TFM
721
TFC Financial Management
Massachusetts
$626 – – –
WPA
722
West Paces Advisors
Georgia
$624 -$879 -4 -57%
AA
723
Addison Advisors
Vermont
$624 – – –
WA
724
WestEnd Advisors
North Carolina
$416 – – –
TWD
725
True Wealth Design
Ohio
$416 +$439 +2 New