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Ally Financial
ALLY

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
426
Register Financial Advisors
Georgia
$22K +$23.9K +900 New
RWM
427
Raffa Wealth Management
District of Columbia
$21K – – –
FFA
428
Farther Finance Advisors
California
$19.9K +$21.6K +812 New
HIA
429
Harbor Investment Advisory
Maryland
$19.6K -$33.2K -1,250 -61%
LF
430
Lee Financial
Texas
$18K +$19.6K +738 New
HWMA
431
Heritage Wealth Management (Arizona)
Arizona
$17.5K +$9.52K +358 +100%
CWP
432
Concord Wealth Partners
Virginia
$17.1K +$18.6K +700 New
BAM
433
Belpointe Asset Management
Nevada
$15.2K +$16.6K +624 New
PTC
434
Private Trust Company
Ohio
$15K -$6.97K -262 -29%
MAWCM
435
Mine & Arao Wealth Creation & Management
California
$12.3K -$3.99K -150 -23%
PMFA
436
Plante Moran Financial Advisors
Michigan
$12K +$160 +6 +1%
HGERS
437
Householder Group Estate & Retirement Specialist
Arizona
$12K – – –
UB
438
UMB Bank
Missouri
$12K – – –
MSFP
439
Mark Sheptoff Financial Planning
Connecticut
$11K -$62.6K -2,353 -84%
TFGT
440
TS Financial Group (TSFG)
Illinois
$11K +$27 +1 +0.2%
BAMF
441
BI Asset Management Fondsmaeglerselskab
Denmark
$11K +$11.9K +449 New
RA
442
Rise Advisors
New York
$10.3K +$4.79K +180 +75%
AA
443
Ancora Advisors
Ohio
$10K -$38.7K -1,455 -78%
WIM
444
Westside Investment Management
California
$9.43K – – –
TWC
445
TD Waterhouse Canada
Ontario, Canada
$9.11K -$257K -9,654 -96%
LOIM
446
Liberty One Investment Management
Illinois
$9.09K +$80 +3 +0.8%
NSIM
447
North Star Investment Management
Illinois
$8.8K +$2K +75 +26%
EWM
448
Endurance Wealth Management
Rhode Island
$8K -$133K -5,000 -94%
OIA
449
Optimum Investment Advisors
Illinois
$7.33K – – –
AF
450
Advisornet Financial
Minnesota
$7.31K +$904 +34 +13%
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18
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