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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
376
Flagship Harbor Advisors
Massachusetts
$17K +$10.1K +189 +291%
HI
377
Human Investing
Oregon
$17K +$13.4K +251 New
FHA
378
First Horizon Advisors
Tennessee
$16K -$14.2K -266 -52%
TL
379
TrueWealth LLC
Georgia
$13K
PFO
380
Pathstone Family Office
New Jersey
$13K +$2.4K +45 +30%
AIL
381
AGF Investments LLC
Ontario, Canada
$12K +$9.4K +176 New
PA
382
Procyon Advisors
Connecticut
$11K -$6.25K -117 -42%
FMII
383
Farmers & Merchants Investments Inc
Nebraska
$8K
SIAS
384
Shine Investment Advisory Services
Colorado
$8K +$6.09K +114 New
PFGIA
385
Patriot Financial Group Insurance Agency
Massachusetts
$7K
CFGS
386
Concourse Financial Group Securities
Alabama
$6K -$1.55K -29 -26%
IA
387
IFP Advisors
Florida
$6K -$160 -3 -4%
WCG
388
Weaver Consulting Group
California
$6K +$4.38K +82 New
CTC
389
Central Trust Company
Missouri
$5K -$1.6K -30 -30%
SPIA
390
Steward Partners Investment Advisory
New York
$5K +$3.95K +74 New
FCA
391
FinTrust Capital Advisors
South Carolina
$4K -$2.62K -49 -46%
VFA
392
Valeo Financial Advisors
Indiana
$4K
S
393
SignatureFD
Georgia
$4K +$2.83K +53 New
GAM
394
Gemmer Asset Management
California
$4K +$3.21K +60 New
PFBT
395
Parkside Financial Bank & Trust
Missouri
$3K -$1.87K -35 -48%
IFAM
396
Institutional & Family Asset Management
Colorado
$3K -$695 -13 -23%
ABC
397
Associated Banc-Corp
Wisconsin
$3K +$2.14K +40 New
MIM
398
Macroview Investment Management
Maryland
$3K +$2.51K +47 New
RWM
399
Raffa Wealth Management
District of Columbia
$2.02K +$1.6K +30 New
TFS
400
TrustCore Financial Services
Tennessee
$2K +$1.6K +30 New