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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
501
Institutional & Family Asset Management
Colorado
$9.15K +$224 +15 +3%
CPG
502
Cornerstone Planning Group
New Jersey
$9.15K +$7.77K +520 New
AF
503
Affiance Financial
Minnesota
$9.08K +$8.89K +595 New
IA
504
IFS Advisors
Kansas
$9K – – –
RA
505
Rise Advisors
New York
$8.38K – – –
Federated Hermes
506
Federated Hermes
Pennsylvania
$8.31K +$523 +35 +7%
FCA
507
FinTrust Capital Advisors
South Carolina
$8.24K – – –
MS
508
Madden Securities
Texas
$8.01K +$7.84K +525 New
CFG
509
CKW Financial Group
Hawaii
$8K – – –
FA
510
Fiduciary Alliance
South Carolina
$7.93K +$7.77K +520 New
BIA
511
Bell Investment Advisors
California
$7.86K -$523 -35 -6%
VWM
512
Valley Wealth Managers
New Jersey
$7.63K -$224 -15 -3%
KTC
513
Kistler-Tiffany Companies
Pennsylvania
$7.63K – – –
MAWCM
514
Mine & Arao Wealth Creation & Management
California
$7.63K – – –
CWC
515
Carolinas Wealth Consulting
North Carolina
$7.55K +$7.39K +495 New
MIM
516
Macroview Investment Management
Maryland
$7.4K – – –
SC
517
Schubert & Co
Texas
$7.17K -$9.26K -620 -57%
GFPC
518
Global Financial Private Client
Florida
$6.87K – – –
NFSG
519
Newbridge Financial Services Group
Florida
$6.87K – – –
DWP
520
Destiny Wealth Partners
Florida
$6.87K +$6.72K +450 New
ZIG
521
Zullo Investment Group
Pennsylvania
$6.48K – – –
CB
522
CNB Bank
Pennsylvania
$6.1K – – –
MPCL
523
My Personal CFO LLC
Washington
$6.03K +$5.9K +395 New
SIC
524
Salem Investment Counselors
North Carolina
$5.26K – – –
ADL
525
Asset Dedication LLC
California
$5K -$597 -40 -11%