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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
751
CVA Family Office
Colorado
$91K +$42.2K +476 +99%
HCP
752
Hexagon Capital Partners
Arkansas
$88K +$3.54K +40 +5%
CI
753
CX Institutional
Indiana
$84K +$16.7K +188 +27%
TPCW
754
TD Private Client Wealth
New York
$83.7K -$6.74K -76 -8%
ASN
755
Advisory Services Network
Georgia
$82K +$75.9K +856 New
BCA
756
Berman Capital Advisors
Georgia
$80K +$36.5K +412 +94%
CWA
757
Clearview Wealth Advisors
Oregon
$78K – – –
CA
758
Centerpoint Advisors
Massachusetts
$78K +$70.9K +800 +4,000%
PB
759
Pinnacle Bancorp
Nebraska
$70K – – –
TFM
760
TFC Financial Management
Massachusetts
$68K – – –
SIM
761
Sonora Investment Management
Arizona
$67K – – –
SOW
762
State of Wyoming
Wyoming
$62K -$2.84K -32 -5%
JCM
763
Jacobi Capital Management
Pennsylvania
$62K +$23.4K +264 +68%
EW
764
Evoke Wealth
California
$60K +$3.19K +36 +6%
NR
765
Newfound Research
Massachusetts
$60K +$4.96K +56 +10%
PFGIA
766
Patriot Financial Group Insurance Agency
Massachusetts
$59K +$3.54K +40 +7%
FPFS
767
First Personal Financial Services
North Carolina
$48K -$26.6K -300 -38%
HIA
768
Harbor Investment Advisory
Maryland
$48K – – –
AssetMark Inc
769
AssetMark Inc
California
$48K +$12.4K +140 +38%
LSA
770
Lion Street Advisors
Texas
$43.9K +$40.8K +460 New
TC
771
Trust Company
Kansas
$39K – – –
CFD
772
Creative Financial Designs
Indiana
$37K – – –
FHC
773
First Horizon Corporation
Tennessee
$36K -$355 -4 -1%
PFBT
774
Parkside Financial Bank & Trust
Missouri
$36K +$3.19K +36 +10%
SB
775
Strategic Blueprint
Georgia
$36K +$33.7K +380 New