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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
501
Mark Sheptoff Financial Planning
Connecticut
$89K – – –
PIM
502
Plato Investment Management
Australia
$86.9K +$71.4K +393 New
LFG
503
Larson Financial Group
Missouri
$85K +$3.27K +18 +5%
SIC
504
SJS Investment Consulting
Ohio
$82.5K -$1.27K -7 -2%
NA
505
NewEdge Advisors
Louisiana
$80.3K +$26.2K +144 +66%
HIA
506
Harbor Investment Advisory
Maryland
$80.1K – – –
PFBT
507
Parkside Financial Bank & Trust
Missouri
$77.2K -$182 -1 -0.3%
ERSOT
508
Employees Retirement System of Texas
Texas
$77K – – –
TWC
509
TD Waterhouse Canada
Ontario, Canada
$74.1K – – –
CFM
510
Compass Financial Management
Florida
$71.6K +$57.1K +314 New
CH
511
Cromwell Holdings
Wyoming
$68.1K – – –
CAM
512
Costello Asset Management
Pennsylvania
$66.7K +$36.3K +200 +200%
MP
513
McDonald Partners
Ohio
$66.7K +$54.5K +300 New
SG
514
Sankala Group
Colorado
$64.4K – – –
AIP
515
Ameritas Investment Partners
Nebraska
$64.1K -$6.91K -38 -12%
EWP
516
Elevation Wealth Partners
California
$60.3K – – –
CHC
517
City Holding Co
West Virginia
$57.8K -$8.18K -45 -15%
BWA
518
Basecamp Wealth Advisors
Washington
$48.3K – – –
CWM
519
Copia Wealth Management
Oregon
$44.9K – – –
PWM
520
Peterson Wealth Management
Nevada
$44.5K – – –
CFO
521
CVA Family Office
Colorado
$41.6K +$909 +5 +3%
O
522
Ossiam
France
$40.3K -$27.4K -151 -45%
TWD
523
True Wealth Design
Ohio
$38.3K +$11.1K +61 +55%
HFS
524
Hughes Financial Services
Virginia
$34.9K +$909 +5 +3%
TE
525
Tema ETFs
New York
$34.7K – – –