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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
551
BerganKDV Wealth Management
Minnesota
$9.18K -$575 -12 -5%
FWM
552
Focused Wealth Management
New York
$9.06K +$48 +1 +0.4%
AW
553
Avion Wealth
Texas
$9K +$431 +9 +6%
FPFS
554
First Personal Financial Services
North Carolina
$8.93K – – –
SWA
555
SOA Wealth Advisors
New York
$8.48K +$48 +1 +0.5%
AWM
556
Avondale Wealth Management
Texas
$8.07K – – –
KFI
557
Key Financial Inc
Pennsylvania
$8K -$9.2K -192 -49%
GEA
558
Glen Eagle Advisors
New Jersey
$7.94K – – –
CAM
559
Chesapeake Asset Management
New York
$7.94K +$9.58K +200 New
TCPG
560
Trivant Custom Portfolio Group
California
$7.94K +$9.58K +200 New
EWM
561
Evermay Wealth Management
Virginia
$6.53K – – –
MFT
562
Moisand Fitzgerald Tamayo
Florida
$6.27K – – –
AWM
563
Atticus Wealth Management
Florida
$6.22K +$48 +1 +0.6%
CCMW
564
Cypress Capital Management (Wyoming)
Wyoming
$5.96K – – –
BOK Financial
565
BOK Financial
Oklahoma
$5.96K +$7.18K +150 New
Livforsakringsbolaget Skandia
566
Livforsakringsbolaget Skandia
Sweden
$5.82K – – –
TCI Wealth Advisors
567
TCI Wealth Advisors
Arizona
$5.56K -$239 -5 -3%
CWA
568
Carolina Wealth Advisors
South Carolina
$5.28K – – –
KFS
569
Kelly Financial Services
Massachusetts
$5.26K – – –
Larson Financial Group
570
Larson Financial Group
Missouri
$5.1K +$48 +1 +0.8%
SWG
571
Summit Wealth Group
Vermont
$5K +$95K +1,983 New
GWSG
572
GPS Wealth Strategies Group
Colorado
$4.79K +$5.79K +121 New
BBPWM
573
Blue Bell Private Wealth Management
Pennsylvania
$4.76K – – –
AIP
574
Ahrens Investment Partners
Louisiana
$4.76K +$5.75K +120 New
CUAMC
575
China Universal Asset Management Company
China
$4.67K +$5.65K +118 New