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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1701
SJS Investment Consulting
Ohio
$4.06K +$562 +3 +14%
FCAS
1702
First Command Advisory Services
Texas
$4.06K +$5.06K +27 New
FMP
1703
Financial Management Professionals
Texas
$4K -$3.56K -19 -42%
KFS
1704
Kelly Financial Services
Massachusetts
$3.97K – – –
NCM
1705
Northwest Capital Management
Oregon
$3.9K – – –
ITIM
1706
Indiana Trust & Investment Management
Indiana
$3.89K -$12.9K -69 -75%
PWA
1707
Provenance Wealth Advisors
Florida
$3.72K – – –
AS
1708
Altshuler Shaham
Israel
$3.38K +$3.75K +20 New
FRA
1709
Frank Rimerman Advisors
California
$3.21K – – –
VWA
1710
Valued Wealth Advisors
Utah
$3.21K +$3K +16 +533%
PA
1711
Pineridge Advisors
Missouri
$3.05K -$1.69K -9 -33%
MIA
1712
MeadowBrook Investment Advisors
Michigan
$2.71K – – –
PIS
1713
POM Investment Strategies
North Carolina
$2.71K – – –
RFA
1714
Register Financial Advisors
Georgia
$2.71K +$3K +16 New
AP
1715
Aspect Partners
Virginia
$2.54K – – –
IPW
1716
Impact Partnership Wealth
Georgia
$2.37K -$562 -3 -18%
SA
1717
Scarborough Advisors
Maryland
$2.37K – – –
TWD
1718
True Wealth Design
Ohio
$2.37K +$1.12K +6 +75%
ACA
1719
Atlas Capital Advisors
Wyoming
$2.37K – – –
PP
1720
Pacifica Partners
Canada
$2.35K – – –
BHWM
1721
Bay Harbor Wealth Management
Maryland
$2.2K – – –
HWP
1722
Highline Wealth Partners
California
$2.03K – – –
SC
1723
Solstein Capital
California
$2.03K – – –
WAS
1724
Winch Advisory Services
Wisconsin
$1.89K – – –
TAM
1725
Tucker Asset Management
Colorado
$1.86K +$2.06K +11 New