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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
501
Key Financial Inc
Pennsylvania
$18.9K
PK
502
Pflug Koory
Nebraska
$18.5K
DGAM
503
Desjardins Global Asset Management
Quebec, Canada
$18K -$277K -6,331 -94%
TPCW
504
TD Private Client Wealth
New York
$18K +$4.37K +100 +30%
TWM
505
Tradition Wealth Management
Minnesota
$17K -$59.1K -1,350 -77%
JWA
506
JFS Wealth Advisors
Pennsylvania
$16.4K -$3.63K -83 -17%
CB
507
Community Bank
New York
$16.4K
SSG
508
Summit Securities Group
New York
$16K -$15.9K -363 -48%
FFA
509
Farther Finance Advisors
California
$15.2K +$8.66K +198 +114%
PB
510
Pinnacle Bancorp
Nebraska
$15K
BC
511
Barrett & Company
Rhode Island
$14K
GIA
512
GHP Investment Advisors
Colorado
$13K +$11.8K +269 +456%
CMP
513
Coston McIsaac & Partners
Maine
$13K +$87 +2 +0.6%
OIA
514
Optimum Investment Advisors
Illinois
$12.3K
WT
515
Whittier Trust
California
$12.3K
DAC
516
Dividend Assets Capital
South Carolina
$12K
TFGT
517
TS Financial Group (TSFG)
Illinois
$12K
CA
518
Clearstead Advisors
Ohio
$11.9K
ZB
519
Zions Bancorporation
Utah
$11.5K -$1.93K -44 -14%
SWM
520
Sugarloaf Wealth Management
Georgia
$11.1K
GCM
521
Gables Capital Management
Florida
$11K
C
522
Covestor
United Kingdom
$11K -$394 -9 -3%
TVWM
523
Tower View Wealth Management
Wisconsin
$11K +$87 +2 +0.8%
CB
524
Centennial Bank
Arkansas
$10.8K +$11.5K +263 New
AAG
525
Armstrong Advisory Group
Massachusetts
$10.4K +$3.02K +69 +38%