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Name Holding Trade Value Shares
Change
Change in
Stake
RFP
526
Root Financial Partners
California
$37.9K +$36.7K +76 New
SAM
527
Smartleaf Asset Management
Massachusetts
$36.1K +$26.1K +54 +270%
LFG
528
Larson Financial Group
Missouri
$34.4K +$2.9K +6 +10%
PFBT
529
Parkside Financial Bank & Trust
Missouri
$32.9K -$1.45K -3 -4%
OCM
530
Osterweis Capital Management
California
$32.4K
VCM
531
Versant Capital Management
Arizona
$31.9K +$967 +2 +3%
HWM
532
Hemington Wealth Management
Virginia
$31K +$967 +2 +3%
TWD
533
True Wealth Design
Ohio
$29.9K +$28K +58 +2,900%
MWPCG
534
Measured Wealth Private Client Group
New Hampshire
$27.9K +$27.1K +56 New
Mitsubishi UFJ Asset Management
535
Mitsubishi UFJ Asset Management
Japan
$26.9K
BCWM
536
Bartlett & Co Wealth Management
Ohio
$24.9K
HIA
537
Harbor Investment Advisory
Maryland
$24.9K
RA
538
Rise Advisors
New York
$24.9K
MCM
539
Manchester Capital Management
Vermont
$23.9K
PGAM
540
Princeton Global Asset Management
New Jersey
$23.9K
KFI
541
Key Financial Inc
Pennsylvania
$22.7K
AEPWM
542
Atlantic Edge Private Wealth Management
Florida
$22.4K
RFS
543
Richardson Financial Services
Massachusetts
$21.4K +$12.6K +26 +153%
AWM
544
Abound Wealth Management
Tennessee
$20K +$19.3K +40 New
FHC
545
First Horizon Corporation
Tennessee
$20K +$19.3K +40 New
GWM
546
Geneos Wealth Management
Colorado
$19.5K -$27.1K -56 -59%
CA
547
Clearstead Advisors
Ohio
$18.5K +$13.5K +28 +311%
AWM
548
Accredited Wealth Management
Kentucky
$17.5K +$154K +318 +909%
AF
549
Advisornet Financial
Minnesota
$15.5K
SIS
550
Sound Income Strategies
Florida
$15.3K