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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
476
AssetMark Inc
California
$34.5K +$192 +1 +0.5%
KFA
477
Kelleher Financial Advisors
New York
$34.4K
M
478
MOTCO
Texas
$34.2K -$16.3K -85 -30%
FC
479
Financial Consulate
Maryland
$34.2K
WPA
480
Wealth Preservation Advisors
Tennessee
$33.9K +$38K +198 New
GIA
481
GHP Investment Advisors
Colorado
$33.7K +$37.8K +197 New
CPG
482
Cornerstone Planning Group
New Jersey
$32.9K +$3.07K +16 +9%
MWPCG
483
Measured Wealth Private Client Group
New Hampshire
$32K -$7.68K -40 -18%
FHC
484
First Horizon Corporation
Tennessee
$25K +$1.34K +7 +5%
CTC
485
Cetera Trust Company
Minnesota
$23.6K
RFS
486
Richardson Financial Services
Massachusetts
$23.3K +$1.15K +6 +5%
GSWM
487
Golden State Wealth Management
California
$21.4K
IA
488
IFP Advisors
Florida
$21.2K -$20.7K -108 -47%
CMA
489
Cedar Mountain Advisors
Oregon
$21.2K +$23.8K +124 New
PFBT
490
Parkside Financial Bank & Trust
Missouri
$17.3K -$8.83K -46 -31%
SS
491
SBI Securities
Japan
$17.3K
SWM
492
Spire Wealth Management
Virginia
$16.4K
AIM
493
Anchor Investment Management
South Carolina
$16.2K
TWD
494
True Wealth Design
Ohio
$16.1K +$5.38K +28 +42%
MPWT
495
MassMutual Private Wealth & Trust
Connecticut
$15.7K -$7.3K -38 -29%
TF
496
Tompkins Financial
New York
$15.4K
KFAS
497
Keating Financial Advisory Services
Kansas
$15.4K +$960 +5 +6%
TM
498
Torren Management
California
$15.2K -$67.2K -350 -80%
PGAM
499
Princeton Global Asset Management
New Jersey
$14.9K
SIC
500
SJS Investment Consulting
Ohio
$13.7K -$2.11K -11 -12%