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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
501
Strive Financial Group
Indiana
$146K +$157K +2,344 +512%
TWC
502
TD Waterhouse Canada
Ontario, Canada
$145K -$56.9K -850 -22%
KFG
503
Kingdom Financial Group
Arizona
$143K +$2.95K +44 +2%
CJ
504
Caitlin John
Michigan
$135K – – –
UFF
505
USA Financial Formulas
Michigan
$135K -$43.7K -653 -20%
HI
506
Harbour Investments
Wisconsin
$133K -$8.3K -124 -5%
WBWA
507
William B. Walkup & Associates
South Carolina
$133K -$603 -9 -0.4%
WA
508
Westfuller Advisors
New York
$111K +$71.1K +1,061 +100%
S
509
SignatureFD
Georgia
$107K -$9.78K -146 -7%
TF
510
Tompkins Financial
New York
$104K – – –
SSG
511
Summit Securities Group
New York
$104K +$134K +2,000 New
IA
512
IFP Advisors
Florida
$98K -$36.6K -547 -23%
WSFS
513
Wilmington Savings Fund Society
Delaware
$93.1K +$2.34K +35 +2%
Nomura Asset Management
514
Nomura Asset Management
Japan
$89.2K -$44.2K -660 -28%
Bessemer Group
515
Bessemer Group
New Jersey
$89K +$8.77K +131 +8%
EDRH
516
Edmond de Rothschild Holding
Switzerland
$88.6K – – –
TFA
517
Transamerica Financial Advisors
Florida
$88.6K +$37.6K +562 +49%
GWM
518
Geneos Wealth Management
Colorado
$87.6K – – –
SS
519
SBI Securities
Japan
$80.9K -$580K -8,665 -85%
BTI
520
Blue Trust Inc
Georgia
$74.8K +$84K +1,255 +697%
FF
521
Friedenthal Financial
New Jersey
$74K +$95K +1,419 New
IFWM
522
Institute for Wealth Management
Colorado
$72.5K +$93.2K +1,391 New
CMBA
523
C.M. Bidwell & Associates
Hawaii
$69.5K -$25.5K -381 -22%
CFB
524
Cullen/Frost Bankers
Texas
$67.2K +$7.3K +109 +9%
SAM
525
Smartleaf Asset Management
Massachusetts
$65.6K – – –