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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
451
Kelleher Financial Advisors
New York
$33.3K +$34.1K +181 New
CPG
452
Cornerstone Planning Group
New Jersey
$33.2K +$30.6K +162 +1,473%
AssetMark Inc
453
AssetMark Inc
California
$33.2K +$12.4K +66 +58%
WANY
454
Wealthspire Advisors (New York)
New York
$27.6K +$28.3K +150 New
MWA
455
Medallion Wealth Advisors
Connecticut
$27.1K +$10.2K +54 +58%
FHC
456
First Horizon Corporation
Tennessee
$25.6K +$26.2K +139 New
CTC
457
Cetera Trust Company
Minnesota
$25.4K – – –
PFBT
458
Parkside Financial Bank & Trust
Missouri
$24.7K -$16K -85 -39%
RFP
459
Root Financial Partners
California
$24.5K +$25.1K +133 New
MPWT
460
MassMutual Private Wealth & Trust
Connecticut
$23K -$4.34K -23 -16%
GSWM
461
Golden State Wealth Management
California
$23K – – –
HIA
462
Harbor Investment Advisory
Maryland
$21.7K – – –
WA
463
WPG Advisers
Maryland
$21.5K -$2.83K -15 -11%
SWM
464
Spire Wealth Management
Virginia
$20.8K – – –
RA
465
Rise Advisors
New York
$19K – – –
TWD
466
True Wealth Design
Ohio
$18.8K +$16.6K +88 +629%
RFS
467
Richardson Financial Services
Massachusetts
$18.6K +$8.68K +46 +84%
SS
468
SBI Securities
Japan
$18.6K – – –
FC
469
Financial Consulate
Maryland
$18.4K +$18.9K +100 New
AIM
470
Anchor Investment Management
South Carolina
$17.5K – – –
TF
471
Tompkins Financial
New York
$16.6K – – –
PCFFS
472
Pacific Center for Financial Services
California
$14.5K – – –
IA
473
IFP Advisors
Florida
$14.5K +$2.64K +14 +22%
TCOV
474
Trust Company of Vermont
Vermont
$14.4K – – –
TWC
475
TD Waterhouse Canada
Ontario, Canada
$14.3K -$943 -5 -6%