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Name Holding Trade Value Shares
Change
Change in
Stake
CT
826
Clearstead Trust
Maine
$104K
GRP
827
Global Retirement Partners
California
$103K -$4.82K -27 -4%
JWA
828
JFS Wealth Advisors
Pennsylvania
$92.5K +$3.39K +19 +4%
AssetMark Inc
829
AssetMark Inc
California
$92.1K +$17.5K +98 +23%
CCM
830
Chilton Capital Management
Texas
$91.8K +$2.86K +16 +3%
SC
831
Solstein Capital
California
$89.9K
IA
832
IFP Advisors
Florida
$89.8K -$11.6K -65 -11%
GWM
833
Geneos Wealth Management
Colorado
$89.4K +$5.71K +32 +7%
TIM
834
Tortoise Investment Management
New York
$88.6K -$2.32K -13 -2%
TF
835
Tompkins Financial
New York
$86.7K
BWP
836
Baldwin Wealth Partners
Massachusetts
$86K
FFA
837
Farther Finance Advisors
California
$85.9K +$22.1K +124 +33%
RMC
838
Resources Management Corp
Connecticut
$84K -$212K -1,185 -71%
TPCW
839
TD Private Client Wealth
New York
$84K +$14.5K +81 +20%
RFA
840
Resurgent Financial Advisors
Georgia
$81.9K -$357 -2 -0.4%
AAP
841
Arax Advisory Partners
Colorado
$81.3K -$3.39K -19 -4%
AI
842
AdvisorShares Investments
Maryland
$80.7K +$6.25K +35 +8%
TWM
843
Tradition Wealth Management
Minnesota
$79K +$7.32K +41 +10%
PB
844
Pinnacle Bancorp
Nebraska
$78.9K
LF
845
Lee Financial
Texas
$78.1K -$20K -112 -20%
BWM
846
BerganKDV Wealth Management
Minnesota
$71.6K -$7.86K -44 -10%
FRA
847
Front Row Advisors
California
$71K
JFGIW
848
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.6K +$54.6K +306 +303%
CHC
849
City Holding Co
West Virginia
$69.6K
JAM
850
JCIC Asset Management
Ontario, Canada
$69.4K