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Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
2976
Harel Insurance Investments & Financial Services
Israel
$21K -$123K -2,500 -86%
Cohen & Steers
2977
Cohen & Steers
New York
$20K – – –
SV
2978
Sturgeon Ventures
United Kingdom
$18.8K – – –
FCG
2979
Financial Connections Group
California
$18K – – –
NSG
2980
Nalls Sherbakoff Group
Tennessee
$15.6K -$8.51K -173 -36%
DWMG
2981
DB Wealth Management Group
California
$15.5K – – –
RDFA
2982
Ritter Daniher Financial Advisory
Ohio
$14.4K +$5.56K +113 +68%
APW
2983
Atlantic Private Wealth
North Carolina
$13.8K – – –
WFA
2984
West Financial Advisors
Iowa
$13.7K +$13K +265 New
CWA
2985
Carolina Wealth Advisors
South Carolina
$13.7K +$13K +265 New
VSQM
2986
V-Square Quantitative Management
Illinois
$13.6K -$1.23M -25,056 -99%
CAM
2987
Costello Asset Management
Pennsylvania
$13.5K -$984 -20 -7%
LFA
2988
Legend Financial Advisors
Pennsylvania
$11.6K +$3.69K +75 +50%
HWP
2989
Highline Wealth Partners
California
$11.5K – – –
DCP
2990
Distillate Capital Partners
Illinois
$11.3K -$935 -19 -8%
LWA
2991
Lowe Wealth Advisors
Maryland
$10.8K -$2.46K -50 -19%
GPI
2992
General Partner Inc
Pennsylvania
$10.8K – – –
WAM
2993
Worth Asset Management
Texas
$9.83K +$8.12K +165 +660%
CPA
2994
Cowen Prime Advisors
New York
$9.73K – – –
VAG
2995
VisionPoint Advisory Group
Texas
$8.85K +$8.41K +171 New
OLVIG
2996
Oliver Lagore Vanvalin Investment Group
Michigan
$8.38K -$9.25K -188 -54%
TJHA
2997
Thomas J. Herzfeld Advisors
Florida
$8.33K – – –
JFG
2998
JDM Financial Group
Texas
$8.02K -$3.25K -66 -30%
OAJ
2999
Ogorek Anthony Joseph
New York
$8K – – –
UFF
3000
USA Financial Formulas
Michigan
$6.16K – – –