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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
601
Jones Financial Companies
Missouri
$4.2K -$1.84K -100 -29%
CJ
602
Caitlin John
Michigan
$4.2K
HWM
603
HighMark Wealth Management
Minnesota
$3.79K -$1.38K -75 -25%
OP
604
ORG Partners
Indiana
$3.79K +$4.04K +220 New
Kayne Anderson Rudnick Investment Management
605
Kayne Anderson Rudnick Investment Management
California
$3.52K -$735 -40 -16%
SWA
606
SOA Wealth Advisors
New York
$3.26K
GFL
607
Granite FO LLC
New Hampshire
$3.1K +$2.94K +160 New
VAG
608
VisionPoint Advisory Group
Texas
$3.09K +$3.31K +180 New
GEA
609
Glen Eagle Advisors
New Jersey
$2.93K
TIM
610
Tortoise Investment Management
New York
$2.92K +$460 +25 +17%
WWP
611
WR Wealth Planners
Missouri
$2.83K +$3.03K +165 New
APC
612
Aspire Private Capital
North Carolina
$2.66K
DF
613
DecisionPoint Financial
Arizona
$2.63K
WAG
614
Wiser Advisor Group
Arizona
$2.58K -$276 -15 -9%
WPWM
615
Western Pacific Wealth Management
Illinois
$2.49K
JFGIW
616
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.4K +$551 +30 +27%
FFC
617
First Financial Corp
Indiana
$2.31K +$2.48K +135 New
BHWM
618
Beaird Harris Wealth Management
Texas
$2.23K
GC
619
Gould Capital
Washington
$2.14K
SWM
620
Sanctuary Wealth Management
Idaho
$2.14K
EWM
621
Evermay Wealth Management
Virginia
$2.06K
AWM
622
Abound Wealth Management
Tennessee
$1.89K
FP
623
Financial Perspectives
Minnesota
$1.8K
M
624
MOTCO
Texas
$1.8K
PA
625
PSI Advisors
Florida
$1.72K -$4.6K -250 -71%