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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1001
JNBA Financial Advisors
Minnesota
$5.93K – – –
OPTFSNA
1002
Old Point Trust & Financial Services N A
Virginia
$5.78K – – –
AP
1003
Aspect Partners
Virginia
$5.17K – – –
PCMC
1004
Planning Capital Management Corporation
Pennsylvania
$5.1K – – –
AW
1005
Avion Wealth
Texas
$5K +$591 +8 +11%
ECM
1006
Estabrook Capital Management
New York
$4.87K – – –
DF
1007
Dunhill Financial
United Kingdom
$4.57K +$887 +12 +25%
SWM
1008
Sugarloaf Wealth Management
Georgia
$4.26K – – –
PCM
1009
Penserra Capital Management
California
$4K – – –
TFM
1010
TFC Financial Management
Massachusetts
$3.96K -$222 -3 -5%
OSNBOA
1011
Old Second National Bank of Aurora
Illinois
$3.96K – – –
GWSA
1012
Global Wealth Strategies & Associates
Colorado
$3.8K – – –
HF
1013
Halpern Financial
Virginia
$3.8K – – –
MWA
1014
MFA Wealth Advisors
Pennsylvania
$3.8K +$3.7K +50 New
HWP
1015
Highline Wealth Partners
California
$3.76K +$370 +5 +11%
Kayne Anderson Rudnick Investment Management
1016
Kayne Anderson Rudnick Investment Management
California
$3.73K -$1.48K -20 -29%
CCA
1017
Criterion Capital Advisors
Tennessee
$3.65K – – –
HFM
1018
Hartford Financial Management
Connecticut
$3.58K -$665 -9 -16%
PPA
1019
Painted Porch Advisors
California
$3.19K +$3.1K +42 New
DP
1020
Denver PWM
Colorado
$3.04K +$2.96K +40 New
CWC
1021
Carolinas Wealth Consulting
North Carolina
$2.51K – – –
SIC
1022
SJS Investment Consulting
Ohio
$2.21K – – –
UWS
1023
Unique Wealth Strategies
Illinois
$2.15K +$2.22K +30 New
FG
1024
Fairman Group
Pennsylvania
$1.99K – – –
CAM
1025
Creekmur Asset Management
Illinois
$1.98K +$1.92K +26 New