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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
876
TFC Financial Management
Massachusetts
$160K
QCG
877
Quadrant Capital Group
Ohio
$160K +$1.79K +8 +1%
HFS
878
Hantz Financial Services
Michigan
$154K +$6.93K +31 +6%
CFO
879
CVA Family Office
Colorado
$154K +$77.1K +345 +168%
ZB
880
Zions Bancorporation
Utah
$153K -$258K -1,156 -68%
FCM
881
Firestone Capital Management
Florida
$151K
JWM
882
Jupiter Wealth Management
Colorado
$151K
BU
883
BBVA USA
Alabama
$145K +$115K +516 New
SWA
884
SOA Wealth Advisors
New York
$139K
HWA
885
HHM Wealth Advisors
Tennessee
$138K +$8.72K +39 +9%
CWP
886
Concord Wealth Partners
Virginia
$128K -$1.56K -7 -2%
TPCW
887
TD Private Client Wealth
New York
$126K -$29.5K -132 -23%
GAM
888
GVO Asset Management
Switzerland
$122K +$30.4K +136 +45%
AF
889
Advisornet Financial
Minnesota
$121K -$38.9K -174 -29%
SIM
890
Sonora Investment Management
Arizona
$119K -$18.6K -83 -16%
NSIM
891
North Star Investment Management
Illinois
$118K
TFGT
892
TS Financial Group (TSFG)
Illinois
$114K +$91K +407 New
KFP
893
KB Financial Partners
New Jersey
$110K -$97.3K -435 -53%
SAS
894
Stelac Advisory Services
New York
$109K -$70K -313 -44%
FHA
895
First Horizon Advisors
Tennessee
$108K +$11.6K +52 +15%
PVH
896
Psagot Value Holdings
Israel
$106K -$22.4K -100 -21%
LFG
897
Larson Financial Group
Missouri
$104K -$2.24K -10 -3%
HNB
898
Huntington National Bank
Ohio
$98K
SC
899
Steph & Co
Wisconsin
$95K
WT
900
Washington Trust
Rhode Island
$91K +$2.24K +10 +3%