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Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
701
Kestra Investment Management
Texas
$1.88K +$672 +10 +59%
W
702
WealthCollab
Washington
$1.82K +$1.61K +24 New
SC
703
Stephens Consulting
Michigan
$1.52K +$1.34K +20 New
DSC
704
Duncker Streett & Co
Missouri
$1.44K -$739 -11 -37%
SIC
705
SJS Investment Consulting
Ohio
$1.37K -$470 -7 -28%
CMBA
706
C.M. Bidwell & Associates
Hawaii
$1.14K – – –
CFD
707
Creative Financial Designs
Indiana
$1.06K – – –
HWA
708
HHM Wealth Advisors
Tennessee
$1.06K – – –
TIM
709
Tortoise Investment Management
New York
$1.06K +$940 +14 New
VNA
710
Valley National Advisers
Pennsylvania
$1K +$940 +14 New
AW
711
Avion Wealth
Texas
$1K +$1.07K +16 +229%
PTC
712
Private Trust Company
Ohio
$988 +$134 +2 +18%
NWM
713
Nova Wealth Management
Florida
$856 +$739 +11 New
PWM
714
Parkworth Wealth Management
California
$836 +$403 +6 +120%
ACA
715
American Capital Advisory
Idaho
$836 +$739 +11 New
BHWM
716
Bay Harbor Wealth Management
Maryland
$835 +$403 +6 +120%
PWM
717
Proathlete Wealth Management
Florida
$835 +$739 +11 New
CPG
718
Cornerstone Planning Group
New Jersey
$827 – – –
CT
719
Colonial Trust
South Carolina
$760 -$1.54K -23 -70%
HIA
720
HFM Investment Advisors
New Jersey
$760 +$470 +7 +233%
AGWCA
721
Annis Gardner Whiting Capital Advisors
Florida
$760 +$672 +10 New
HFS
722
Hughes Financial Services
Virginia
$757 -$1.01K -15 -63%
HWP
723
Highline Wealth Partners
California
$684 – – –
PWA
724
Principia Wealth Advisory
Texas
$684 +$67 +1 +13%
CIAS
725
CBIZ Investment Advisory Services
Ohio
$532 – – –
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