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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
3001
Kerr Financial Planning
California
$12.1K +$12.8K +295 New
HNW
3002
High Note Wealth
Minnesota
$11.8K -$43 -1 -0.4%
DI
3003
DAGCO Inc
Ohio
$11.6K +$43 +1 +0.4%
SVWA
3004
Sarver Vrooman Wealth Advisors
Missouri
$11.4K -$11.2K -259 -50%
PC
3005
Promus Capital
Illinois
$11.4K +$11.2K +259 New
T2I
3006
Turim 21 Investimentos
Brazil
$11.1K +$11K +253 New
WFA
3007
West Financial Advisors
Iowa
$11.1K – – –
BDPWM
3008
Barnes Dennig Private Wealth Management
Ohio
$11.1K – – –
JSAM
3009
J. Safra Asset Management
New York
$10.9K +$10.8K +249 New
RTL
3010
Red Tortoise LLC
Georgia
$10.9K – – –
WAG
3011
Wiser Advisor Group
Arizona
$10.6K +$10.4K +241 New
TSMHT
3012
Thurston Springer Miller Herd & Titak
Indiana
$10.5K -$614K -14,179 -98%
BHWM
3013
Bay Harbor Wealth Management
Maryland
$10.3K +$2.12K +49 +26%
HHGA
3014
Halbert Hargrove Global Advisors
California
$9.54K +$9.39K +217 New
CTC
3015
Corundum Trust Company
South Dakota
$8.88K +$8.74K +202 New
BCPWM
3016
Bradley & Co Private Wealth Management
Florida
$8.79K – – –
CTC
3017
Cetera Trust Company
Minnesota
$8.7K – – –
ICM
3018
Islay Capital Management
Texas
$8.35K – – –
HFS
3019
Horizon Financial Services
North Carolina
$8K +$7.88K +182 New
SAS
3020
Spurstone Advisory Services
Connecticut
$7.08K – – –
SC
3021
Solstein Capital
California
$6.68K -$15.7K -363 -70%
DRS
3022
Deane Retirement Strategies
Louisiana
$6.5K +$6.41K +148 New
CFG
3023
Chapman Financial Group
Hawaii
$6.33K – – –
WA
3024
WestEnd Advisors
North Carolina
$6.11K -$173 -4 -3%
TFA
3025
Toth Financial Advisory
Virginia
$6.07K +$173 +4 +3%