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USFD

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
601
JPL Wealth Management
Colorado
$5.01K -$446 -5 -9%
KFA
602
Kelleher Financial Advisors
New York
$5.01K +$4.37K +49 New
AG
603
AmeriFlex Group
Nevada
$5.01K +$4.37K +49 New
DPW
604
DiNuzzo Private Wealth
Pennsylvania
$4.91K – – –
HIA
605
Harbor Investment Advisory
Maryland
$4.81K -$1.7K -19 -29%
PWA
606
Provenance Wealth Advisors
Florida
$4.81K – – –
RDFA
607
Ritter Daniher Financial Advisory
Ohio
$4.7K – – –
NSIM
608
North Star Investment Management
Illinois
$4.6K -$89 -1 -2%
CPG
609
Cornerstone Planning Group
New Jersey
$4.42K +$2.94K +33 +254%
SL
610
Salomon & Ludwin
Virginia
$4.28K – – –
BHWM
611
Bay Harbor Wealth Management
Maryland
$4.19K +$357 +4 +11%
IA
612
IFG Advisory
Georgia
$4.09K +$3.57K +40 New
MAM
613
Meeder Asset Management
Ohio
$3.89K -$12.1K -136 -78%
FCAS
614
First Command Advisory Services
Texas
$3.89K -$1.87K -21 -36%
SC
615
SouthState Corp
Florida
$3.89K +$1.07K +12 +46%
TM
616
Torren Management
California
$3.68K – – –
JFA
617
JNBA Financial Advisors
Minnesota
$3.58K +$714 +8 +30%
TCA
618
Trifecta Capital Advisors
Illinois
$3.58K +$3.12K +35 New
SIM
619
Synergy Investment Management
Florida
$3.48K +$3.03K +34 New
SEP
620
Signature Equity Partners
Ohio
$3.37K +$89 +1 +3%
PWMG
621
Private Wealth Management Group
New Jersey
$3.27K – – –
KG
622
Kilter Group
New York
$3.07K -$803 -9 -23%
AW
623
Avion Wealth
Texas
$3K +$1.96K +22 +157%
CFG
624
CKW Financial Group
Hawaii
$3K +$2.32K +26 New
TCM
625
Triumph Capital Management
Colorado
$2.86K -$4.91K -55 -66%
23 24
25
26 27