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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1601
Key Financial Inc
Pennsylvania
$19.2K – – –
ST
1602
Smithfield Trust
Pennsylvania
$19K -$10.7K -111 -36%
AWM
1603
Abound Wealth Management
Tennessee
$18.5K -$17.3K -180 -49%
GCM
1604
Gables Capital Management
Florida
$18.3K – – –
MWM
1605
MorganRosel Wealth Management
Colorado
$18.3K – – –
SVWA
1606
Sarver Vrooman Wealth Advisors
Missouri
$18.3K – – –
WPA
1607
Wealth Preservation Advisors
Tennessee
$18.2K -$4.71K -49 -21%
1IA
1608
1620 Investment Advisors
Massachusetts
$17.8K +$4.03K +42 +30%
CFD
1609
Creative Financial Designs
Indiana
$17.6K -$10.8K -112 -39%
DFA
1610
DHJJ Financial Advisors
Illinois
$17.2K – – –
SC
1611
Swan Capital
Florida
$17.2K – – –
UIA
1612
Ulland Investment Advisors
Minnesota
$17K – – –
HIW
1613
Holos Integrated Wealth
Pennsylvania
$16.3K – – –
RTC
1614
Riverview Trust Company
Washington
$16.3K -$147K -1,528 -90%
NWM
1615
Nova Wealth Management
Florida
$16.1K -$288 -3 -2%
TPWA
1616
Twin Peaks Wealth Advisors
California
$15.9K +$14.4K +150 New
APW
1617
Aventura Private Wealth
Florida
$15.2K +$5.95K +62 +67%
AG
1618
AmeriFlex Group
Nevada
$14.5K -$103K -1,070 -88%
BTD
1619
BankPlus Trust Department
Mississippi
$14.4K -$14.2K -148 -50%
BIA
1620
Bell Investment Advisors
California
$14.4K -$1.54K -16 -10%
HIA
1621
HFM Investment Advisors
New Jersey
$14.2K +$384 +4 +3%
LWMI
1622
Legacy Wealth Management (Idaho)
Idaho
$14K -$16.3K -170 -54%
MCM
1623
MV Capital Management
Maryland
$14K -$768 -8 -5%
LIS
1624
Legacy Investment Solutions
Idaho
$14K +$13.6K +142 New
FIM
1625
FWL Investment Management
Texas
$14K -$2.4K -25 -15%