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Name Holding Trade Value Shares
Change
Change in
Stake
LC
2401
Lavaca Capital
Texas
$9.8K – – –
MBFW
2402
Morton Brown Family Wealth
Pennsylvania
$9.8K – – –
PCTC
2403
Perkins Coie Trust Company
Washington
$9.8K – – –
SAS
2404
Spurstone Advisory Services
Connecticut
$9.8K – – –
SC
2405
Swan Capital
Florida
$9.8K – – –
WAG
2406
Wiser Advisor Group
Arizona
$9.8K +$9.35K +100 New
AWM
2407
Accredited Wealth Management
Kentucky
$9.8K +$44.5K +476 +190%
MAFA
2408
MJT & Associates Financial Advisory
Minnesota
$9.5K – – –
GFWA
2409
Grey Fox Wealth Advisors
Delaware
$8.13K +$7.76K +83 New
EAM
2410
Eukles Asset Management
Ohio
$8.03K – – –
WW
2411
Winnow Wealth
Texas
$7.94K -$1.44M -15,419 -99%
KFI
2412
Key Financial Inc
Pennsylvania
$7.92K -$281 -3 -4%
DRP
2413
Decker Retirement Planning
Utah
$7.74K – – –
JGIA
2414
Jackson Grant Investment Advisers
Connecticut
$7.45K – – –
GK
2415
Graney & King
New York
$7.35K – – –
MSG
2416
Main Street Group
Virginia
$7.35K – – –
CNBT
2417
Cornerstone National Bank & Trust
Illinois
$7.25K – – –
DPW
2418
DiNuzzo Private Wealth
Pennsylvania
$7.22K +$94 +1 +1%
FCG
2419
Financial Connections Group
California
$7K – – –
ECM
2420
Estabrook Capital Management
New York
$6.86K – – –
PSFG
2421
Park Square Financial Group
Georgia
$6.57K -$543K -5,802 -99%
SIC
2422
SJS Investment Consulting
Ohio
$6.27K – – –
VWA
2423
Valued Wealth Advisors
Utah
$6.08K +$281 +3 +5%
RTL
2424
Red Tortoise LLC
Georgia
$6.07K – – –
PMFA
2425
Plante Moran Financial Advisors
Michigan
$6.07K +$5.8K +62 New