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Name Holding Trade Value Shares
Change
Change in
Stake
AG
726
AmeriFlex Group
Nevada
$3.24K – – –
TCM
727
Triumph Capital Management
Colorado
$3.15K – – –
TC
728
Trust Company
Kansas
$3.15K – – –
KG
729
Kilter Group
New York
$3.06K – – –
T
730
Transce3nd
Texas
$3.06K -$3.55K -38 -52%
TFM
731
TFC Financial Management
Massachusetts
$2.89K – – –
RWM
732
Rialto Wealth Management
New York
$2.89K +$1.03K +11 +50%
RF
733
Rossby Financial
Florida
$2.85K +$2.99K +32 New
BHWM
734
Bay Harbor Wealth Management
Maryland
$2.8K +$934 +10 +45%
HIA
735
Harbor Investment Advisory
Maryland
$2.71K – – –
SIS
736
Sound Income Strategies
Florida
$2.58K – – –
SSG
737
Summit Securities Group
New York
$2.54K -$21.8K -233 -89%
PWMG
738
Private Wealth Management Group
New Jersey
$2.37K – – –
FPF
739
First Pacific Financial
Washington
$2.37K +$2.52K +27 New
JFA
740
JNBA Financial Advisors
Minnesota
$2.28K – – –
IWS
741
Intentional Wealth Strategies
Colorado
$2.28K +$2.43K +26 New
Kayne Anderson Rudnick Investment Management
742
Kayne Anderson Rudnick Investment Management
California
$2.25K -$1.4K -15 -38%
AEPWM
743
Atlantic Edge Private Wealth Management
Florida
$2.19K – – –
KFI
744
Key Financial Inc
Pennsylvania
$2.19K – – –
AW
745
Avion Wealth
Texas
$2K – – –
DPW
746
DiNuzzo Private Wealth
Pennsylvania
$1.93K – – –
CSB
747
City State Bank
Iowa
$1.93K – – –
PPC
748
Park Place Capital
Alabama
$1.93K – – –
CIAS
749
CBIZ Investment Advisory Services
Ohio
$1.84K -$9.99K -107 -84%
PWA
750
Physician Wealth Advisors
Utah
$1.84K +$840 +9 +75%