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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
1326
TrustCore Financial Services
Tennessee
$11K +$9.99K +26 New
CFA
1327
Carroll Financial Associates
North Carolina
$10K -$173K -451 -95%
DOA
1328
D'Orazio & Associates
Virginia
$10K
FA
1329
Fortis Advisors
Pennsylvania
$10K
APW
1330
Acima Private Wealth
Virginia
$9K
BWM
1331
BerganKDV Wealth Management
Minnesota
$8K
SWM
1332
Sugarloaf Wealth Management
Georgia
$8K +$7.3K +19 New
Kayne Anderson Rudnick Investment Management
1333
Kayne Anderson Rudnick Investment Management
California
$7K
AF
1334
Allworth Financial
California
$7K +$6.53K +17 New
Q
1335
QVR
California
$6K -$30K -78 -85%
SBL
1336
Sargent Bickham Lagudis
Colorado
$6K
GI
1337
Gradient Investments
Minnesota
$6K +$3.84K +10 +200%
PCA
1338
Providence Capital Advisors
North Carolina
$5K
SFO
1339
Standard Family Office
South Dakota
$5K
SWG
1340
Summit Wealth Group
Vermont
$5K
DWMG
1341
DB Wealth Management Group
California
$4K
HI
1342
Hudock Inc
Pennsylvania
$4K
KFP
1343
KB Financial Partners
New Jersey
$4K
SPWG
1344
Sage Private Wealth Group
Illinois
$4K
CWC
1345
Carolinas Wealth Consulting
North Carolina
$3K
FMP
1346
Financial Management Professionals
Texas
$3K
RBC
1347
Roble Belko & Company
Pennsylvania
$3K
TLCM
1348
Twin Lakes Capital Management
California
$3K
CCC
1349
Crescent Capital Consulting
Louisiana
$3K +$3.08K +8 New
UFF
1350
USA Financial Formulas
Michigan
$2K -$384 -1 -20%