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Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$17K +$7.05K +196 +67%
ST
127
Smithfield Trust
Pennsylvania
$15K – – –
WAM
128
Wealthspire Advisors (Maryland)
Maryland
$14K +$936 +26 +7%
SPIA
129
Steward Partners Investment Advisory
New York
$13K +$1.4K +39 +11%
FHA
130
Flagship Harbor Advisors
Massachusetts
$13K +$13.2K +368 New
LIA
131
LS Investment Advisors
Michigan
$12K – – –
Federated Hermes
132
Federated Hermes
Pennsylvania
$11K – – –
HR
133
Howe & Rusling
New York
$10K – – –
LNB
134
Ledyard National Bank
$10K – – –
CAW
135
Cornerstone Advisors (Washington)
Washington
$10K +$4.97K +138 +103%
EFSCE
136
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$540 -15 -6%
FPFS
137
First Personal Financial Services
North Carolina
$9K – – –
IWP
138
Icon Wealth Partners
Texas
$9K +$8.89K +247 New
JWA
139
JFS Wealth Advisors
Pennsylvania
$9K +$9.14K +254 New
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
FHA
141
First Horizon Advisors
Tennessee
$8K – – –
OFW
142
Omnia Family Wealth
Florida
$8K – – –
LFA
143
Legacy Financial Advisors
Kentucky
$7K +$1.69K +47 +33%
PCG
144
Private Capital Group
Connecticut
$7K +$3.53K +98 +78%
KL
145
KWMG LLC
Kansas
$7K +$6.77K +188 New
Group One Trading
146
Group One Trading
Illinois
$7K +$7.2K +200 New
LWA
147
Lenox Wealth Advisors
New York
$6K +$6.05K +168 New
ASN
148
Advisory Services Network
Georgia
$5K -$1.8K -50 -27%
FGAM
149
Financial Gravity Asset Management
Texas
$5K -$288 -8 -5%
CFA
150
Carroll Financial Associates
North Carolina
$5K – – –