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Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
526
Kathleen S. Wright Associates
Pennsylvania
$5K – – –
LWP
527
Lumature Wealth Partners
Georgia
$4.88K -$672 -45 -12%
MA
528
Montag & Associates
Georgia
$4.73K +$4.63K +310 New
PA
529
PSI Advisors
Florida
$4.58K – – –
FFA
530
Farther Finance Advisors
California
$4.27K +$4.18K +280 New
RBC
531
Roble Belko & Company
Pennsylvania
$4K – – –
TF
532
Tompkins Financial
New York
$4K – – –
HWM
533
HighMark Wealth Management
Minnesota
$3.98K – – –
GEA
534
Glen Eagle Advisors
New Jersey
$3.98K – – –
LOIP
535
Live Oak Investment Partners
Texas
$3.74K – – –
AFS
536
Annapolis Financial Services
Maryland
$3.66K – – –
JWM
537
Janiczek Wealth Management
Colorado
$3.36K -$3.14K -210 -52%
JIR
538
James Investment Research
Ohio
$3K -$27.8K -1,860 -89%
CCM
539
Copeland Capital Management
Pennsylvania
$3K – – –
DAC
540
Dividend Assets Capital
South Carolina
$3K – – –
MWC
541
MBM Wealth Consultants
Missouri
$3K +$3.14K +210 New
SWA
542
SOA Wealth Advisors
New York
$2.9K – – –
CSPIA
543
Cary Street Partners Investment Advisory
Virginia
$2.82K +$2.76K +185 New
APC
544
Aspire Private Capital
North Carolina
$2.67K – – –
MDCM
545
Morgan Dempsey Capital Management
Wisconsin
$2.59K – – –
AWM
546
Avior Wealth Management
Nebraska
$2.59K – – –
DF
547
DecisionPoint Financial
Arizona
$2.44K +$2.39K +160 New
TWD
548
True Wealth Design
Ohio
$2.44K +$2.39K +160 New
TIM
549
Tortoise Investment Management
New York
$2.21K – – –
WPWM
550
Western Pacific Wealth Management
Illinois
$2.21K – – –