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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
401
Trust Company of Vermont
Vermont
$7.83K – – –
QL
402
Quarry LP
New York
$7.52K -$18.1K -57 -70%
SG
403
Sankala Group
Colorado
$7.22K +$5.08K +16 New
C
404
Covestor
United Kingdom
$7K -$3.81K -12 -35%
Clearstead Advisors
405
Clearstead Advisors
Ohio
$6.89K -$14.3K -45 -67%
TD Private Client Wealth
406
TD Private Client Wealth
New York
$6.27K -$317 -1 -5%
OP
407
ORG Partners
Indiana
$5.01K -$2.54K -8 -33%
SEP
408
Signature Equity Partners
Ohio
$4.7K +$4.76K +15 New
Picton Mahoney Asset Management
409
Picton Mahoney Asset Management
Ontario, Canada
$4.07K – – –
FFO
410
Fortitude Family Office
Arizona
$4.07K +$635 +2 +18%
GSWM
411
Golden State Wealth Management
California
$3.76K – – –
BIA
412
Bell Investment Advisors
California
$3.76K +$3.81K +12 New
KFAS
413
Keating Financial Advisory Services
Kansas
$3.76K +$3.81K +12 New
Steward Partners Investment Advisory
414
Steward Partners Investment Advisory
New York
$3.45K -$4.44K -14 -56%
CPG
415
Cornerstone Planning Group
New Jersey
$3.23K – – –
LGWM
416
Litman Gregory Wealth Management
California
$3.13K +$3.17K +10 New
BCH
417
Berkshire Capital Holdings
California
$3.13K -$15.4M -48,460 -100%
PWA
418
Physician Wealth Advisors
Utah
$2.19K – – –
Federation des caisses Desjardins du Quebec
419
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.19K – – –
DWM
420
Dogwood Wealth Management
Kansas
$1.88K – – –
MAM
421
Morse Asset Management
Connecticut
$1.57K -$4.76K -15 -75%
CWP
422
Concord Wealth Partners
Virginia
$1.57K – – –
PFBT
423
Parkside Financial Bank & Trust
Missouri
$1.57K – – –
RWM
424
Rialto Wealth Management
New York
$1.57K – – –
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$1.57K +$1.59K +5 New