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Name Holding Trade Value Shares
Change
Change in
Stake
FP
501
Financial Perspectives
Minnesota
$52.5K
NC
502
nVerses Capital
Florida
$48.1K +$50.8K +900 New
CSB
503
City State Bank
Iowa
$48.1K -$5.64K -100 -10%
CI Investments Inc
504
CI Investments Inc
Ontario, Canada
$48K +$28K +496 +125%
HNB
505
Huntington National Bank
Ohio
$47.2K -$8.12K -144 -14%
AF
506
Allworth Financial
California
$46.9K -$45.2K -801 -49%
CAS
507
Coppell Advisory Solutions
Texas
$41.1K +$43.4K +769 New
RS
508
Rakuten Securities
Japan
$39.7K -$41.2K -731 -50%
BCMLT
509
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.6K +$564 +10 +1%
WT
510
Whittier Trust
California
$38.3K
IA
511
IFP Advisors
Florida
$38.1K +$1.52K +27 +4%
GRP
512
Global Retirement Partners
California
$36.9K -$508 -9 -1%
VFA
513
Virtus Fund Advisers
Connecticut
$36.8K +$2.54K +45 +7%
MG
514
Mather Group
Illinois
$34.4K +$31.8K +564 +4,338%
TWC
515
TD Waterhouse Canada
Ontario, Canada
$33.6K -$37.9K -672 -52%
RFA
516
Register Financial Advisors
Georgia
$33.2K
NFSG
517
Newbridge Financial Services Group
Florida
$32.1K -$11.3K -200 -25%
MIFH
518
Migdal Insurance & Financial Holdings
Israel
$32K -$14.5K -257 -30%
SOW
519
State of Wyoming
Wyoming
$30.4K -$58.8K -1,042 -65%
CAL
520
Capital Advisors Ltd
Ohio
$30K
ZRP
521
Zynergy Retirement Planning
New Jersey
$29.8K +$31.4K +557 New
WWM
522
Wolff Wiese Magana
California
$29.4K -$7.28K -129 -19%
CAL
523
Capital Analysts LLC
Pennsylvania
$28K
PTC
524
Private Trust Company
Ohio
$27.6K +$16.9K +300 +140%
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$27.3K +$28.2K +500 +5,000%