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Name Holding Trade Value Shares
Change
Change in
Stake
TF
1001
Tompkins Financial
New York
$15.6K -$16.5K -77 -51%
FDW
1002
Fourth Dimension Wealth
Ohio
$15.6K
KFI
1003
Key Financial Inc
Pennsylvania
$15.4K
BIA
1004
Bell Investment Advisors
California
$14.8K
CPG
1005
Cornerstone Planning Group
New Jersey
$14.8K +$3.21K +15 +29%
HPBT
1006
Hickory Point Bank & Trust
Illinois
$14.4K +$14.8K +69 New
WAS
1007
Winch Advisory Services
Wisconsin
$14K
MA
1008
MCF Advisors
Kentucky
$13.3K
S
1009
Sachetta
Massachusetts
$13.1K +$641 +3 +5%
DAM
1010
Delta Asset Management
Tennessee
$12.6K
VNA
1011
Valley National Advisers
Pennsylvania
$12K
TFA
1012
Transamerica Financial Advisors
Florida
$11.6K +$2.78K +13 +31%
SEP
1013
Signature Equity Partners
Ohio
$11.5K +$214 +1 +2%
CCWM
1014
Cassaday & Co Wealth Management
Virginia
$11.3K +$11.5K +54 New
JFGIW
1015
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.8K
TM
1016
Torren Management
California
$10.7K -$38.5K -180 -78%
LSA
1017
Leonteq Securities AG
Switzerland
$10.6K -$26.1K -122 -71%
RDFA
1018
Ritter Daniher Financial Advisory
Ohio
$10.6K
HNW
1019
High Note Wealth
Minnesota
$10.6K +$2.14K +10 +24%
CTC
1020
Cetera Trust Company
Minnesota
$10.4K
GFA
1021
Godfrey Financial Associates
New York
$10.4K
NWS
1022
Nvest Wealth Strategies
Ohio
$10.4K
GWS
1023
Greykasell Wealth Strategies
California
$10.2K +$10.5K +49 New
TGY2IT
1024
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$10K +$10.3K +48 New
CAL
1025
Capital Analysts LLC
Pennsylvania
$10K -$13.5K -63 -56%