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Name Holding Trade Value Shares
Change
Change in
Stake
SS
476
Sunbelt Securities
Texas
$38.9K – – –
AssetMark Inc
477
AssetMark Inc
California
$34.5K +$192 +1 +0.5%
KFA
478
Kelleher Financial Advisors
New York
$34.4K – – –
M
479
MOTCO
Texas
$34.2K -$16.3K -85 -30%
FC
480
Financial Consulate
Maryland
$34.2K – – –
WPA
481
Wealth Preservation Advisors
Tennessee
$33.9K +$38K +198 New
GIA
482
GHP Investment Advisors
Colorado
$33.7K +$37.8K +197 New
CPG
483
Cornerstone Planning Group
New Jersey
$32.9K +$3.07K +16 +9%
MWPCG
484
Measured Wealth Private Client Group
New Hampshire
$32K -$7.68K -40 -18%
FHC
485
First Horizon Corporation
Tennessee
$25K +$1.34K +7 +5%
CTC
486
Cetera Trust Company
Minnesota
$23.6K – – –
RFS
487
Richardson Financial Services
Massachusetts
$23.3K +$1.15K +6 +5%
GSWM
488
Golden State Wealth Management
California
$21.4K – – –
IA
489
IFP Advisors
Florida
$21.2K -$20.7K -108 -47%
CMA
490
Cedar Mountain Advisors
Oregon
$21.2K +$23.8K +124 New
PFBT
491
Parkside Financial Bank & Trust
Missouri
$17.3K -$8.83K -46 -31%
SS
492
SBI Securities
Japan
$17.3K – – –
SWM
493
Spire Wealth Management
Virginia
$16.4K – – –
AIM
494
Anchor Investment Management
South Carolina
$16.2K – – –
TWD
495
True Wealth Design
Ohio
$16.1K +$5.38K +28 +42%
MPWT
496
MassMutual Private Wealth & Trust
Connecticut
$15.7K -$7.3K -38 -29%
TF
497
Tompkins Financial
New York
$15.4K – – –
KFAS
498
Keating Financial Advisory Services
Kansas
$15.4K +$960 +5 +6%
TM
499
Torren Management
California
$15.2K -$67.2K -350 -80%
PGAM
500
Princeton Global Asset Management
New Jersey
$14.9K – – –