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Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
276
TS Financial Group (TSFG)
Illinois
$5K
GRP
277
Global Retirement Partners
California
$4.96K +$241 +16 +3%
PFBT
278
Parkside Financial Bank & Trust
Missouri
$4.19K +$3.38K +224 +107%
HI
279
Harbour Investments
Wisconsin
$4.06K -$4.22K -280 -40%
C
280
Covestor
United Kingdom
$4K +$2.53K +168 +55%
CFD
281
Creative Financial Designs
Indiana
$3.53K
TCM
282
Tradewinds Capital Management
Washington
$3.05K
AF
283
Allworth Financial
California
$2.94K -$5.72K -380 -56%
Credit Agricole
284
Credit Agricole
France
$2.9K
BAM
285
Belpointe Asset Management
Nevada
$2.9K +$4.52K +300 New
OIA
286
Optimum Investment Advisors
Illinois
$2.47K
GWS
287
Glassman Wealth Services
Virginia
$2.25K +$3.3K +219 +1,564%
BCV
288
Banque Cantonale Vaudoise
Switzerland
$2K
TC
289
Tacita Capital
Ontario, Canada
$2K
KHC
290
Koesten Hirschmann & Crabtree
Kansas
$1.93K +$3.01K +200 New
AWM
291
Atticus Wealth Management
Florida
$1.9K -$3.03K -201 -51%
MCC
292
Money Concepts Capital
Florida
$1.71K +$2.58K +171 +2,850%
CSPIA
293
Cary Street Partners Investment Advisory
Virginia
$1.45K +$2.26K +150 New
CPG
294
Cornerstone Planning Group
New Jersey
$1.23K +$1.51K +100 New
NA
295
NewEdge Advisors
Louisiana
$1.2K +$8.06K +535 New
ZB
296
Zions Bancorporation
Utah
$1.18K +$663 +44 +56%
Dimensional Fund Advisors
297
Dimensional Fund Advisors
Texas
$1.13K +$1.59M +105,526 +930%
GWM
298
Geneos Wealth Management
Colorado
$1.11K
TIM
299
Tortoise Investment Management
New York
$1.06K
BAAM
300
Baker Avenue Asset Management
California
$1.03K +$1.61K +107 New