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Name Holding Trade Value Shares
Change
Change in
Stake
HS
651
Horan Securities
United States
$13K +$18.9K +439 New
SCA
652
Stonebridge Capital Advisors
Minnesota
$12K -$2.16K -50 -11%
CFGS
653
Concourse Financial Group Securities
Alabama
$12K +$10.1K +233 +135%
IBOK
654
Independence Bank of Kentucky
Kentucky
$11K -$18.6K -431 -53%
AWM
655
Atticus Wealth Management
Florida
$11K
ST
656
Smithfield Trust
Pennsylvania
$11K
CA
657
Crewe Advisors
Utah
$11K +$2.67K +62 +20%
KFS
658
Kelly Financial Services
Massachusetts
$10.1K +$129 +3 +0.9%
CFO
659
CVA Family Office
Colorado
$10K -$32.8K -760 -70%
SWM
660
Spire Wealth Management
Virginia
$10K -$20.4K -472 -58%
LF
661
Lee Financial
Texas
$10K +$9.92K +230 +192%
WPA
662
West Paces Advisors
Georgia
$9K
HWMA
663
Heritage Wealth Management (Arizona)
Arizona
$9K
TIM
664
Tortoise Investment Management
New York
$9K
GIA
665
GHP Investment Advisors
Colorado
$9K +$2.5K +58 +25%
PA
666
PSI Advisors
Florida
$8K
CAM
667
Costello Asset Management
Pennsylvania
$7K
BWM
668
BerganKDV Wealth Management
Minnesota
$7K +$216 +5 +2%
PWMG
669
Prestige Wealth Management Group
New Jersey
$7K +$776 +18 +8%
GEA
670
Glen Eagle Advisors
New Jersey
$6.25K
SWA
671
Sutton Wealth Advisors
Florida
$6.19K +$2.93K +68 +49%
MCC
672
Money Concepts Capital
Florida
$6K -$76.3K -1,769 -89%
ZB
673
Zions Bancorporation
Utah
$6K -$4.05K -94 -31%
RDFA
674
Ritter Daniher Financial Advisory
Ohio
$6K
SWA
675
SOA Wealth Advisors
New York
$6K