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Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
501
Harvest Group Wealth Management
Massachusetts
$46K – – –
MVIP
502
Mar Vista Investment Partners
California
$43K +$30.7K +82 +234%
SFS
503
Sowell Financial Services
Arkansas
$40K +$7.48K +20 +22%
CWC
504
Carolinas Wealth Consulting
North Carolina
$37K +$37K +99 New
TFA
505
Toth Financial Advisory
Virginia
$37K +$37.4K +100 New
FCH
506
Freestone Capital Holdings
Washington
$36.9K +$37.4K +100 New
LWM
507
Liberty Wealth Management
California
$36K -$2.62K -7 -7%
GWS
508
Glassman Wealth Services
Virginia
$35K +$21.7K +58 +153%
EP
509
Eudaimonia Partners
Tennessee
$34K – – –
TPCW
510
TD Private Client Wealth
New York
$33.6K – – –
HCP
511
Hexagon Capital Partners
Arkansas
$33K +$34K +91 New
CCA
512
Column Capital Advisors
Indiana
$30K -$22.1K -59 -42%
RFA
513
Reilly Financial Advisors
California
$30K – – –
HIIFS
514
Harel Insurance Investments & Financial Services
Israel
$30K +$21.7K +58 +242%
JCM
515
Jacobi Capital Management
Pennsylvania
$30K +$24.3K +65 +382%
EIP
516
Ellis Investment Partners
Pennsylvania
$29K – – –
GRP
517
Global Retirement Partners
California
$29K +$1.87K +5 +7%
Schroder Investment Management Group
518
Schroder Investment Management Group
United Kingdom
$28K – – –
TFS
519
TrustCore Financial Services
Tennessee
$28K – – –
FHC
520
First Horizon Corporation
Tennessee
$28K +$28.4K +76 New
FFA
521
Founders Financial Alliance
North Carolina
$28K +$28.4K +76 New
JAM
522
JCIC Asset Management
Ontario, Canada
$27K +$3.74K +10 +16%
BWM
523
BerganKDV Wealth Management
Minnesota
$25K -$28.8K -77 -53%
VFA
524
Valeo Financial Advisors
Indiana
$25K -$374 -1 -1%
GAM
525
Gemmer Asset Management
California
$25K – – –