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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1626
Kerr Financial Planning
California
$8.33K – – –
IWM
1627
IMG Wealth Management
Florida
$8.32K – – –
CFM
1628
Cornerstone Financial Management
Massachusetts
$8.32K +$8.69K +41 New
JGCM
1629
Joseph Group Capital Management
Ohio
$8.32K +$8.69K +41 New
EPIME
1630
Evelyn Partners Investment Management (Europe)
$8.12K – – –
VNA
1631
Valley National Advisers
Pennsylvania
$8K +$424 +2 +5%
TFG
1632
Team Financial Group
California
$7.92K – – –
CA
1633
Crewe Advisors
Utah
$7.92K +$1.06K +5 +15%
RS
1634
Rakuten Securities
Japan
$7.72K -$212 -1 -3%
AWA
1635
American Wealth Advisors
Georgia
$7.15K – – –
MTIC
1636
Missouri Trust & Investment Company
Missouri
$7.11K -$7.42K -35 -50%
FGAM
1637
Financial Gravity Asset Management
Texas
$7.11K – – –
CI
1638
Clal Insurance
Israel
$7K – – –
POIA
1639
Pin Oak Investment Advisors
Texas
$7K – – –
QWM
1640
Quaker Wealth Management
New Jersey
$6.77K -$848 -4 -11%
FFA
1641
Frazier Financial Advisors
Ohio
$6.7K – – –
PIS
1642
POM Investment Strategies
North Carolina
$6.58K +$6.78K +32 New
FW
1643
Fairway Wealth
Ohio
$6.5K +$1.48K +7 +28%
B
1644
Birchbrook
Maine
$6.29K +$6.57K +31 New
PAG
1645
Paladin Advisory Group
Iowa
$6.29K – – –
GGI
1646
Godsey & Gibb Inc
Virginia
$6.09K -$4.88K -23 -43%
RWA
1647
Redmont Wealth Advisors
Illinois
$6.09K – – –
PWA
1648
Principia Wealth Advisory
Texas
$6.09K +$1.06K +5 +20%
IRAG
1649
Investment Research & Advisory Group
Georgia
$5.7K +$212 +1 +7%
B
1650
Bayban
Minnesota
$5.68K +$5.94K +28 New