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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
501
GHP Investment Advisors
Colorado
$43.9K – – –
CA
502
Clearstead Advisors
Ohio
$41.9K +$35.4K +188 New
KFA
503
Kelleher Financial Advisors
New York
$40.4K – – –
TPCW
504
TD Private Client Wealth
New York
$39.5K -$29.8K -158 -47%
CPG
505
Cornerstone Planning Group
New Jersey
$39K -$2.07K -11 -6%
JWA
506
JFS Wealth Advisors
Pennsylvania
$37.9K -$13.8K -73 -30%
RFS
507
Richardson Financial Services
Massachusetts
$33.5K +$2.64K +14 +10%
FHC
508
First Horizon Corporation
Tennessee
$32.6K – – –
CTC
509
Cetera Trust Company
Minnesota
$30.8K – – –
C
510
Covestor
United Kingdom
$30K -$30.9K -164 -55%
SIC
511
SJS Investment Consulting
Ohio
$29K +$9.42K +50 +63%
GSWM
512
Golden State Wealth Management
California
$27.9K – – –
CMA
513
Cedar Mountain Advisors
Oregon
$27.7K – – –
PFBT
514
Parkside Financial Bank & Trust
Missouri
$25.4K +$2.45K +13 +13%
HNB
515
Huntington National Bank
Ohio
$25.4K -$51.6K -274 -71%
SS
516
SBI Securities
Japan
$22.5K – – –
SWM
517
Spire Wealth Management
Virginia
$21.4K – – –
AIM
518
Anchor Investment Management
South Carolina
$21.2K – – –
AWM
519
Activest Wealth Management
Florida
$21.2K +$3.58K +19 +25%
Nomura Asset Management
520
Nomura Asset Management
Japan
$21K -$25.6K -136 -59%
KFAS
521
Keating Financial Advisory Services
Kansas
$21K +$754 +4 +4%
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$20.5K – – –
TF
523
Tompkins Financial
New York
$20.1K – – –
TM
524
Torren Management
California
$19.9K – – –
PGAM
525
Princeton Global Asset Management
New Jersey
$19.4K – – –