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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
651
Tarbox Family Office
California
$22K +$4.67K +86 +32%
VEA
652
Virtus ETF Advisers
New York
$22K +$19K +351 New
FHA
653
Flagship Harbor Advisors
Massachusetts
$21K -$9.01K -166 -33%
PA
654
PSI Advisors
Florida
$21K +$18.6K +342 New
MSFP
655
Mark Sheptoff Financial Planning
Connecticut
$19K
FWM
656
Focused Wealth Management
New York
$18K
VCM
657
Versant Capital Management
Arizona
$17K
IF
658
Ironwood Financial
Arizona
$16K
EWA
659
Evolution Wealth Advisors
Florida
$16K +$13.7K +252 New
SLF
660
Sun Life Financial
Ontario, Canada
$15K -$5.21K -96 -28%
EW
661
Evoke Wealth
California
$14.3K +$2.39K +44 +24%
ST
662
Smithfield Trust
Pennsylvania
$14K
BUB
663
BBVA USA Bancshares
Texas
$14K +$11.7K +215 New
1W
664
1776 Wealth
Georgia
$14K +$12.6K +232 New
APW
665
Acima Private Wealth
Virginia
$13K
LF
666
Lee Financial
Texas
$13K
PFGIA
667
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$2.28K +42 +27%
IBOK
668
Independence Bank of Kentucky
Kentucky
$12K
TWA
669
TCI Wealth Advisors
Arizona
$12K +$163 +3 +2%
PGAM
670
Princeton Global Asset Management
New Jersey
$12K +$10.2K +188 New
PB
671
Pinnacle Bancorp
Nebraska
$11K -$2.55K -47 -22%
PCA
672
Providence Capital Advisors
North Carolina
$11K
BC
673
Barnett & Company
Tennessee
$11K +$9.01K +166 +1,660%
Capstone Investment Advisors
674
Capstone Investment Advisors
New York
$10K -$2.28M -42,057 -100%
ETC
675
Exchange Traded Concepts
Oklahoma
$10K +$8.25K +152 New