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Name Holding Trade Value Shares
Change
Change in
Stake
SS
476
Sunbelt Securities
Texas
$42K +$186 +1 +0.4%
MWPCG
477
Measured Wealth Private Client Group
New Hampshire
$41.9K -$3.15K -17 -7%
AssetMark Inc
478
AssetMark Inc
California
$37.1K +$3.9K +21 +12%
FC
479
Financial Consulate
Maryland
$36.9K +$18.6K +100 +100%
KFA
480
Kelleher Financial Advisors
New York
$33.4K
FHA
481
Flagship Harbor Advisors
Massachusetts
$33.4K +$33.6K +181 New
CPG
482
Cornerstone Planning Group
New Jersey
$31.4K -$186 -1 -0.6%
BGA
483
Battery Global Advisors
Massachusetts
$27.3K +$31.4K +169 +71%
TCM
484
TD Capital Management
Tennessee
$27.3K +$27.5K +148 New
PFBT
485
Parkside Financial Bank & Trust
Missouri
$27.1K +$2.41K +13 +10%
MWA
486
Medallion Wealth Advisors
Connecticut
$27.1K
RFP
487
Root Financial Partners
California
$26.4K +$1.85K +10 +8%
AAP
488
Arax Advisory Partners
Colorado
$25.6K -$2.64M -14,211 -99%
FHC
489
First Horizon Corporation
Tennessee
$25.6K
CTC
490
Cetera Trust Company
Minnesota
$25.5K
RFS
491
Richardson Financial Services
Massachusetts
$24K +$5.38K +29 +29%
MPWT
492
MassMutual Private Wealth & Trust
Connecticut
$24K +$928 +5 +4%
GSWM
493
Golden State Wealth Management
California
$23.1K
HIA
494
Harbor Investment Advisory
Maryland
$21.8K
SS
495
SBI Securities
Japan
$18.6K
DT
496
DV Trading
Illinois
$18.4K +$18.6K +100 New
SWM
497
Spire Wealth Management
Virginia
$17.7K -$3.15K -17 -15%
AIM
498
Anchor Investment Management
South Carolina
$17.5K
SIC
499
SJS Investment Consulting
Ohio
$16.8K +$16.1K +87 +2,175%
TF
500
Tompkins Financial
New York
$16.6K