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Name Holding Trade Value Shares
Change
Change in
Stake
KFG
2601
Kingdom Financial Group
Arizona
$80.7K +$82.3K +3,250 New
QA
2602
Quattro Advisors
Pennsylvania
$80.7K +$82.3K +3,249 New
AIS
2603
Advocate Investing Services
Maryland
$80.7K +$82.2K +3,247 New
KFP
2604
Kerr Financial Planning
California
$79.6K -$9.97K -394 -12%
MS
2605
Monetary Solutions
Ohio
$79.2K +$80.7K +3,189 New
BFPW
2606
BOK Financial Private Wealth
Colorado
$79K
SA
2607
Strategic Advocates
Utah
$78.3K +$2.15K +85 +3%
EP
2608
Essential Partners
California
$78K +$2.83K +112 +4%
YDMI
2609
Y.D. More Investments
Israel
$77.9K -$26.9K -1,062 -25%
BSC
2610
Brown Shipley & Co
United Kingdom
$77.1K +$78.6K +3,104 New
TWD
2611
True Wealth Design
Ohio
$76.9K -$70.9K -2,800 -47%
IPS
2612
Investors Portfolio Services
Washington
$76.3K +$77.7K +3,070 New
LWMI
2613
Legacy Wealth Management (Idaho)
Idaho
$75.1K +$46.4K +1,831 +153%
BBPWM
2614
Blue Bell Private Wealth Management
Pennsylvania
$74.4K +$26.3K +1,040 +53%
CWP
2615
Clark Wealth Partners
Illinois
$73.2K
MIM
2616
MTM Investment Management
South Carolina
$72.7K -$7.37K -291 -9%
EWA
2617
EQ Wealth Advisors
Texas
$71.5K +$72.9K +2,880 New
WWM
2618
Wolff Wiese Magana
California
$71.1K +$228 +9 +0.3%
HC
2619
Hurley Capital
New York
$70.3K -$28.7K -1,133 -29%
KAS
2620
Kemnay Advisory Services
New York
$70.2K +$71.5K +2,825 New
RTL
2621
Red Tortoise LLC
Georgia
$69.5K
RWM
2622
Rialto Wealth Management
New York
$69.4K +$18.2K +720 +35%
PWM
2623
Proathlete Wealth Management
Florida
$68.8K +$50.5K +1,994 +257%
TCM
2624
Tradewinds Capital Management
Washington
$68K -$15K -592 -18%
HWM
2625
HighMark Wealth Management
Minnesota
$67.5K +$1.49K +59 +2%