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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
LF
1451
Lee Financial
Texas
$9K
OIA
1452
Optimum Investment Advisors
Illinois
$9K
TSW
1453
Thompson Siegel & Walmsley
Virginia
$9K
TFA
1454
Toth Financial Advisory
Virginia
$9K
TSWM
1455
Tyler-Stone Wealth Management
Ohio
$9K
Kayne Anderson Rudnick Investment Management
1456
Kayne Anderson Rudnick Investment Management
California
$9K +$5.37K +15 +94%
FA
1457
Fortis Advisors
Pennsylvania
$8K
IAS
1458
IMA Advisory Services
Colorado
$8K
SWA
1459
SOA Wealth Advisors
New York
$7K -$3.94K -11 -31%
SIS
1460
Sound Income Strategies
Florida
$7K -$358 -1 -4%
NIC
1461
Northwest Investment Counselors
Oregon
$7K
SC
1462
Schubert & Co
Texas
$7K +$2.86K +8 +50%
ONST
1463
Old North State Trust
North Carolina
$7K +$7.87K +22 New
BA
1464
Bellwether Advisors
Nebraska
$7K +$8.94K +25 New
APW
1465
Acima Private Wealth
Virginia
$6.72K
ACA
1466
Atlas Capital Advisors
Wyoming
$6.11K -$3.58K -10 -33%
SC
1467
Sierra Capital
Florida
$6K
UFF
1468
USA Financial Formulas
Michigan
$5K -$358 -1 -6%
WAM
1469
Worth Asset Management
Texas
$5K
GI
1470
Gradient Investments
Minnesota
$5K +$2.5K +7 +78%
JWM
1471
Janiczek Wealth Management
Colorado
$4K -$14K -39 -75%
DI
1472
Disciplined Investments
Oklahoma
$4K -$358 -1 -7%
APC
1473
Aspire Private Capital
North Carolina
$4K
CWM
1474
Castle Wealth Management
Florida
$4K
HDIM
1475
Hanson & Doremus Investment Management
Vermont
$4K