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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1676
Key Financial Inc
Pennsylvania
$27.8K +$9.02K +71 +50%
JGCM
1677
Joseph Group Capital Management
Ohio
$27.7K +$5.84K +46 +28%
PF
1678
PlanVest Financial
Maryland
$26.6K
RFS
1679
Richardson Financial Services
Massachusetts
$26.3K +$25.5K +201 New
BFS
1680
Beacon Financial Strategies
North Carolina
$26.1K
GC
1681
Gould Capital
Washington
$26.1K
KB
1682
Kimelman & Baird
New York
$26.1K
ST
1683
Smithfield Trust
Pennsylvania
$26K
KAS
1684
Kemnay Advisory Services
New York
$24.8K +$1.02K +8 +4%
CFM
1685
Cornerstone Financial Management
Massachusetts
$24.4K +$7.5K +59 +46%
AWM
1686
Abound Wealth Management
Tennessee
$24.2K -$18.8K -148 -44%
GCM
1687
Gables Capital Management
Florida
$24.2K
OAG
1688
Oakmont Advisory Group
New Mexico
$23.8K +$23.1K +182 New
CPG
1689
Cornerstone Planning Group
New Jersey
$23.8K -$5.72K -45 -21%
1IA
1690
1620 Investment Advisors
Massachusetts
$23.5K
SVWA
1691
Sarver Vrooman Wealth Advisors
Missouri
$23.5K
DFA
1692
DHJJ Financial Advisors
Illinois
$23.4K
EFMH
1693
E Fund Management (HK)
Hong Kong
$23.2K +$13K +102 +134%
SC
1694
Swan Capital
Florida
$22.7K
HIA
1695
HFM Investment Advisors
New Jersey
$22.7K +$2.16K +17 +11%
SEP
1696
Signature Equity Partners
Ohio
$22.3K +$1.27K +10 +6%
HBW
1697
Hazlett, Burt & Watson
West Virginia
$22K +$127 +1 +0.6%
MAS
1698
MPWM Advisory Solutions
Georgia
$21.8K +$6.99K +55 +49%
CF
1699
Collier Financial
Colorado
$21.7K
RTC
1700
Riverview Trust Company
Washington
$21.6K