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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
3001
TFC Financial Management
Massachusetts
$72.4K +$12K +35 +21%
ETS
3002
ESL Trust Services
New York
$72.4K – – –
JFG
3003
JDM Financial Group
Texas
$72.4K – – –
MAM
3004
Morse Asset Management
Connecticut
$72.4K – – –
Walleye Trading
3005
Walleye Trading
New York
$72.4K – – –
PS
3006
Pinney & Scofield
Massachusetts
$72.4K +$34.2K +100 +100%
MASECO Private Wealth
3007
MASECO Private Wealth
$72.4K – – –
RA
3008
Rational Advisors
New York
$72.1K +$8.22K +24 +14%
OC
3009
Oakmont Corp
California
$71.7K – – –
GA
3010
GoalVest Advisory
New York
$70.6K -$327K -955 -83%
Itau Unibanco Holding S.A.
3011
Itau Unibanco Holding S.A.
Brazil
$70.6K -$342 -1 -0.5%
MUMSS
3012
Mitsubishi UFJ Morgan Stanley Securities
Japan
$70.3K -$115K -337 -63%
FDW
3013
Fourth Dimension Wealth
Ohio
$67.4K +$2.4K +7 +4%
MAM
3014
Marquette Asset Management
Minnesota
$67K -$31.8K -93 -33%
TC
3015
Tacita Capital
Ontario, Canada
$67K -$5.13K -15 -8%
CFS
3016
CGC Financial Services
Oregon
$63.4K – – –
SMBT
3017
Southern Michigan Bank & Trust
Michigan
$63.4K +$8.56K +25 +17%
FFC
3018
First Financial Corp
Indiana
$62.6K – – –
HFS
3019
Horizon Financial Services
North Carolina
$61.2K +$56.8K +166 +5,533%
LHEI
3020
Leo H. Evart Inc
California
$60.1K – – –
PS
3021
Planning Strategies
Pennsylvania
$57.6K +$54.4K +159 New
MFP
3022
Meramec Financial Planners
Missouri
$56.4K +$17.1K +50 +50%
NRG
3023
Nemes Rush Group
Michigan
$56.2K +$3.08K +9 +6%
GK
3024
Graney & King
New York
$54.3K – – –
MFS
3025
Montgomery Financial Services
Maryland
$54.3K +$51.3K +150 New