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Name Holding Trade Value Shares
Change
Change in
Stake
VR
401
Vision Retirement
New Jersey
$36.2K – – –
IAS
402
IMA Advisory Services
Colorado
$32.8K – – –
AG
403
AmeriFlex Group
Nevada
$30.6K – – –
ST
404
Smithfield Trust
Pennsylvania
$28K – – –
Bessemer Group
405
Bessemer Group
New Jersey
$28K +$3.39K +31 +16%
JWM
406
JPL Wealth Management
Colorado
$25.2K – – –
VSQM
407
V-Square Quantitative Management
Illinois
$24.7K +$22.4K +205 New
MIM
408
MTM Investment Management
South Carolina
$24.1K – – –
PFBT
409
Parkside Financial Bank & Trust
Missouri
$23.8K – – –
PWAM
410
Private Wealth Asset Management
Iowa
$22.9K -$4.92K -45 -19%
AUB
411
Atlantic Union Bankshares
Virginia
$21.7K – – –
VCM
412
Versant Capital Management
Arizona
$17.9K +$5.57K +51 +53%
SS
413
SBI Securities
Japan
$17.4K -$6.12K -56 -28%
C
414
Covestor
United Kingdom
$17K -$236K -2,162 -94%
EP
415
Essential Partners
California
$16.4K – – –
SAM
416
Smartleaf Asset Management
Massachusetts
$13.8K – – –
PTC
417
Private Trust Company
Ohio
$13.2K – – –
EWA
418
EverSource Wealth Advisors
Alabama
$13K -$29.3K -268 -71%
GSWM
419
Golden State Wealth Management
California
$12.7K – – –
BHWM
420
Beaird Harris Wealth Management
Texas
$12.5K +$11.1K +102 +5,100%
LFG
421
Larson Financial Group
Missouri
$12.4K +$765 +7 +7%
HWM
422
HighMark Wealth Management
Minnesota
$12.1K – – –
KFI
423
Key Financial Inc
Pennsylvania
$12.1K – – –
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$12.1K – – –
DJSG
425
D.J. St. Germain
Massachusetts
$12.1K +$10.9K +100 New