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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
551
Key Financial Inc
Pennsylvania
$6K +$1.48K +29 +34%
BIA
552
Bell Investment Advisors
California
$6K +$6.2K +122 New
PMFA
553
Plante Moran Financial Advisors
Michigan
$6K +$6.36K +125 New
CFFP
554
Center for Financial Planning
Michigan
$5K – – –
Larson Financial Group
555
Larson Financial Group
Missouri
$5K – – –
Montag & Associates
556
Montag & Associates
Georgia
$5K – – –
TFGT
557
TS Financial Group (TSFG)
Illinois
$5K – – –
KIG
558
Kowal Investment Group
Wisconsin
$5K +$4.83K +95 New
CFA
559
Cahill Financial Advisors
Minnesota
$5K +$5.54K +109 New
Bogart Wealth LLC
560
Bogart Wealth LLC
Virginia
$4K – – –
MCF Advisors
561
MCF Advisors
Kentucky
$4K – – –
SWA
562
Sutton Wealth Advisors
Florida
$3.08K – – –
VRM
563
Vectors Research Management
New York
$3K -$5.08K -100 -60%
AFG
564
Albion Financial Group
Utah
$3K – – –
HWA
565
HHM Wealth Advisors
Tennessee
$3K – – –
PP
566
Pacifica Partners
Canada
$3K – – –
PCFFS
567
Pacific Center for Financial Services
California
$3K – – –
RDFA
568
Ritter Daniher Financial Advisory
Ohio
$3K – – –
GPA
569
Guidance Point Advisors
Massachusetts
$3K +$3.61K +71 New
IFAM
570
Institutional & Family Asset Management
Colorado
$2K – – –
NSIM
571
North Star Investment Management
Illinois
$2K – – –
PCTC
572
Perkins Coie Trust Company
Washington
$2K – – –
Gerber Kawasaki Wealth & Investment Management
573
Gerber Kawasaki Wealth & Investment Management
California
$2K +$102 +2 New
TCM
574
TD Capital Management
Tennessee
$1K – – –
UFF
575
USA Financial Formulas
Michigan
$1K – – –