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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
501
Kelleher Financial Advisors
New York
$40.4K
TPCW
502
TD Private Client Wealth
New York
$39.5K -$29.8K -158 -47%
CPG
503
Cornerstone Planning Group
New Jersey
$39K -$2.07K -11 -6%
JWA
504
JFS Wealth Advisors
Pennsylvania
$37.9K -$13.8K -73 -30%
RFS
505
Richardson Financial Services
Massachusetts
$33.5K +$2.64K +14 +10%
FHC
506
First Horizon Corporation
Tennessee
$32.6K
CTC
507
Cetera Trust Company
Minnesota
$30.8K
C
508
Covestor
United Kingdom
$30K -$30.9K -164 -55%
SIC
509
SJS Investment Consulting
Ohio
$29K +$9.42K +50 +63%
GSWM
510
Golden State Wealth Management
California
$27.9K
CMA
511
Cedar Mountain Advisors
Oregon
$27.7K
HNB
512
Huntington National Bank
Ohio
$25.4K -$51.6K -274 -71%
SS
513
SBI Securities
Japan
$22.5K
SWM
514
Spire Wealth Management
Virginia
$21.4K
AWM
515
Activest Wealth Management
Florida
$21.2K +$3.58K +19 +25%
Nomura Asset Management
516
Nomura Asset Management
Japan
$21K -$25.6K -136 -59%
KFAS
517
Keating Financial Advisory Services
Kansas
$21K +$754 +4 +4%
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$20.5K
TF
519
Tompkins Financial
New York
$20.1K
TM
520
Torren Management
California
$19.9K
PGAM
521
Princeton Global Asset Management
New Jersey
$19.4K
PCFFS
522
Pacific Center for Financial Services
California
$17.6K
TCOV
523
Trust Company of Vermont
Vermont
$17.4K +$14.7K +78 New
BWA
524
Basecamp Wealth Advisors
Washington
$16.7K +$2.83K +15 +25%
LFG
525
Larson Financial Group
Missouri
$15K +$188 +1 +2%