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Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
601
Parisi Gray Wealth Management
New Jersey
$99K +$92.3K +630 New
HNB
602
Huntington National Bank
Ohio
$98K -$59.6K -407 -39%
KC
603
Knuff & Co
California
$95K +$16.1K +110 +22%
CI
604
CX Institutional
Indiana
$88K +$25.5K +174 +45%
VLKIM
605
Van Lanschot Kempen Investment Management
Netherlands
$87K +$81K +553 New
GLLW
606
Graves Light Lenhart Wealth
Virginia
$85K -$3.96K -27 -5%
CA
607
Crewe Advisors
Utah
$77K -$5.28K -36 -7%
SWM
608
Spire Wealth Management
Virginia
$75K -$612K -4,175 -90%
GWM
609
Geneos Wealth Management
Colorado
$73K -$77.4K -528 -53%
RWM
610
Raffa Wealth Management
District of Columbia
$70.5K – – –
CFO
611
CVA Family Office
Colorado
$67K +$32.7K +223 +109%
HI
612
Harbour Investments
Wisconsin
$64K +$9.82K +67 +20%
PFGIA
613
Patriot Financial Group Insurance Agency
Massachusetts
$59K +$51.3K +350 +1,400%
WWMSC
614
Wagner Wealth Management (South Carolina)
South Carolina
$53K – – –
CFA
615
Carroll Financial Associates
North Carolina
$53K +$1.32K +9 +3%
AFS
616
Annapolis Financial Services
Maryland
$47K – – –
MSFP
617
Mark Sheptoff Financial Planning
Connecticut
$47K – – –
PFBT
618
Parkside Financial Bank & Trust
Missouri
$47K +$11K +75 +33%
Acadian Asset Management
619
Acadian Asset Management
Massachusetts
$46K -$110K -754 -72%
BFEC
620
Benjamin F. Edwards & Company
Missouri
$46K -$15.1K -103 -26%
JFGIW
621
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46K – – –
HFM
622
Harvest Fund Management
China
$43K – – –
IFAM
623
Institutional & Family Asset Management
Colorado
$43K +$6.01K +41 +18%
JWM
624
Janiczek Wealth Management
Colorado
$40K -$586 -4 -2%
TFS
625
TrustCore Financial Services
Tennessee
$39K +$25.8K +176 +238%