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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
676
Mark Sheptoff Financial Planning
Connecticut
$161K
TSW
677
Thompson Siegel & Walmsley
Virginia
$158K
SBL
678
Sargent Bickham Lagudis
Colorado
$153K -$465K -3,391 -75%
TFS
679
TrustCore Financial Services
Tennessee
$153K +$2.06K +15 +1%
PA
680
Procyon Advisors
Connecticut
$151K +$5.9K +43 +4%
CFD
681
Creative Financial Designs
Indiana
$144K +$147K +1,069 New
BFIM
682
Beese Fulmer Investment Management
Ohio
$143K +$146K +1,065 New
TAIM
683
TD Ameritrade Investment Management
Nebraska
$142K +$9.33K +68 +7%
EI
684
Ellevest Inc
New York
$139K +$56.9K +415 +67%
LWM
685
Liberty Wealth Management
California
$134K +$2.33K +17 +2%
QT
686
Quantbot Technologies
New York
$133K +$84.4K +615 +164%
FHA
687
First Horizon Advisors
Tennessee
$130K +$6.04K +44 +5%
FCT
688
Family Capital Trust
Massachusetts
$121K
CFG
689
Citizens Financial Group
Rhode Island
$118K +$5.63K +41 +5%
SIC
690
Salem Investment Counselors
North Carolina
$113K
MHR
691
Matthew Hamilton Rosenberg
$111K +$25.2K +184 +29%
SIM
692
Sonora Investment Management
Arizona
$102K -$137 -1 -0.1%
CFB
693
Cullen/Frost Bankers
Texas
$100K -$131K -955 -56%
CI
694
CX Institutional
Indiana
$99K
BWM
695
Baystate Wealth Management
Massachusetts
$96K +$3.29K +24 +3%
AWA
696
Artemis Wealth Advisors
New York
$94.7K
LGWM
697
Litman Gregory Wealth Management
California
$94K
TI
698
tru Independence
Oregon
$91K -$4.53K -33 -5%
JAM
699
JCIC Asset Management
Ontario, Canada
$91K
FCA
700
FinTrust Capital Advisors
South Carolina
$91K +$16.6K +121 +22%