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Compass

Name Holding Trade Value Shares
Change
Change in
Stake
IA
351
IFP Advisors
Florida
$31K +$13.9K +1,673 +198%
TCM
352
TD Capital Management
Tennessee
$30.3K
C
353
Covestor
United Kingdom
$30K -$1.32K -158 -6%
BF
354
BOK Financial
Oklahoma
$28.3K -$1.87K -225 -9%
WA
355
Whipplewood Advisors
Colorado
$28.1K -$475 -57 -2%
US Bancorp
356
US Bancorp
Minnesota
$27.3K -$13.3K -1,602 -42%
SS
357
SBI Securities
Japan
$24.8K -$1.53K -184 -8%
NEWAS
358
N.E.W. Advisory Services
Wisconsin
$24.3K
AF
359
Advisornet Financial
Minnesota
$23.4K -$5K -600 -24%
MSWM
360
Mowery & Schoenfeld Wealth Management
Illinois
$23K
RIL
361
Rothschild Investment LLC
Illinois
$19.1K +$5.74K +689 +80%
FFA
362
Farther Finance Advisors
California
$17.8K +$2.01K +241 +20%
TWD
363
True Wealth Design
Ohio
$17.1K +$3.29K +395 +40%
CSB
364
City State Bank
Iowa
$16.6K
S
365
SignatureFD
Georgia
$15.5K +$3.4K +408 +48%
VNA
366
Valley National Advisers
Pennsylvania
$14.8K
BWA
367
Basecamp Wealth Advisors
Washington
$14.4K +$5.32K +639 +121%
PWMG
368
Private Wealth Management Group
New Jersey
$14.3K
RPA
369
Redwood Park Advisors
California
$14.2K
QC
370
Quent Capital
New York
$13.3K
FIA
371
FNY Investment Advisers
New York
$13K
EP
372
Essential Partners
California
$12.5K -$6.8K -817 -45%
IRC
373
Investors Research Corp
Georgia
$12.4K
Bessemer Group
374
Bessemer Group
New Jersey
$9K
SC
375
SouthState Corp
Florida
$8.41K