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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1376
Toth Financial Advisory
Virginia
$13K +$13K +30 New
FA
1377
Fortis Advisors
Pennsylvania
$11K
IAS
1378
IMA Advisory Services
Colorado
$11K
TFS
1379
TrustCore Financial Services
Tennessee
$11K
ODG
1380
O'Dell Group
Ohio
$11K +$11.3K +26 New
APW
1381
Acima Private Wealth
Virginia
$9K
BWM
1382
BerganKDV Wealth Management
Minnesota
$9K
Kayne Anderson Rudnick Investment Management
1383
Kayne Anderson Rudnick Investment Management
California
$7K
EDRH
1384
Edmond de Rothschild Holding
Switzerland
$6K -$9.49M -21,906 -100%
GI
1385
Gradient Investments
Minnesota
$6K -$433 -1 -7%
HDIM
1386
Hanson & Doremus Investment Management
Vermont
$6K +$5.63K +13 New
RTL
1387
Red Tortoise LLC
Georgia
$6K +$8.23K +19 New
PCA
1388
Providence Capital Advisors
North Carolina
$5K
DWMG
1389
DB Wealth Management Group
California
$4K
HI
1390
Hudock Inc
Pennsylvania
$4K
SPWG
1391
Sage Private Wealth Group
Illinois
$4K
MCM
1392
Manchester Capital Management
Vermont
$4K +$3.9K +9 New
MG
1393
MilWealth Group
Wisconsin
$3.83K +$3.9K +9 New
BMD
1394
Better Money Decisions
New Mexico
$3K
CWC
1395
Carolinas Wealth Consulting
North Carolina
$3K
CCC
1396
Crescent Capital Consulting
Louisiana
$3K
FMP
1397
Financial Management Professionals
Texas
$3K
RBC
1398
Roble Belko & Company
Pennsylvania
$3K
TLCM
1399
Twin Lakes Capital Management
California
$3K
VCM
1400
Vigilant Capital Management
Maine
$3K +$867 +2 +40%