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Name Holding Trade Value Shares
Change
Change in
Stake
HIMS
1001
Hager Investment Management Services
New Hampshire
$6.71K +$6.42K +15 New
KFI
1002
Key Financial Inc
Pennsylvania
$6.71K +$6.42K +15 New
Kayne Anderson Rudnick Investment Management
1003
Kayne Anderson Rudnick Investment Management
California
$6.26K
TC
1004
Trust Company
Kansas
$6.26K
GBT
1005
Grove Bank & Trust
Florida
$6.26K +$6K +14 New
SO
1006
Sierra Ocean
California
$6.26K +$6K +14 New
ST
1007
Smithfield Trust
Pennsylvania
$6K
BBHC
1008
Brown Brothers Harriman & Co
New York
$5.82K
MSFP
1009
Mark Sheptoff Financial Planning
Connecticut
$5.82K
SAM
1010
Sherman Asset Management
California
$5.82K +$5.57K +13 New
TWD
1011
True Wealth Design
Ohio
$5.37K -$428 -1 -8%
YAL
1012
Your Advocates Ltd
Texas
$5.37K
WWP
1013
WR Wealth Planners
Missouri
$5.37K +$3.85K +9 +300%
WT
1014
Washington Trust
Rhode Island
$5.37K +$1.28K +3 +33%
HGERS
1015
Householder Group Estate & Retirement Specialist
Arizona
$5K -$34.7K -81 -87%
PWA
1016
Physician Wealth Advisors
Utah
$4.92K +$4.71K +11 New
FC
1017
Fairscale Capital
New Hampshire
$4.92K
PPA
1018
Painted Porch Advisors
California
$4.92K +$2.14K +5 +83%
BCH
1019
Berkshire Capital Holdings
California
$4.47K -$6.67M -15,580 -100%
CF
1020
Conquis Financial
California
$4.47K +$4.28K +10 New
MMCM
1021
Murphy & Mullick Capital Management
New York
$4.47K +$4.28K +10 New
CPG
1022
Cornerstone Planning Group
New Jersey
$4.11K +$428 +1 +14%
OWP
1023
ORG Wealth Partners
Texas
$4.03K +$3.43K +8 +800%
CAS
1024
Coppell Advisory Solutions
Texas
$3.61K -$44.1K -103 -93%
CMBA
1025
C.M. Bidwell & Associates
Hawaii
$3.13K