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Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
1401
Global Financial Private Client
Florida
$43.8K +$746 +3 +2%
JFGIW
1402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.8K -$166K -669 -79%
LOIP
1403
Live Oak Investment Partners
Texas
$42.2K
CSWM
1404
Cassady Schiller Wealth Management
Ohio
$42.2K +$2.73K +11 +7%
CWM
1405
Consultiva Wealth Management
Puerto Rico
$41.7K +$44.3K +178 New
DMBA
1406
Deseret Mutual Benefit Administrators
Utah
$41K -$1.49K -6 -3%
WCM
1407
Winthrop Capital Management
Indiana
$41K +$1.99K +8 +5%
ACA
1408
American Capital Advisory
Idaho
$39.8K
KIM
1409
Kestra Investment Management
Texas
$39.3K +$41.8K +168 New
POIA
1410
Pin Oak Investment Advisors
Texas
$39K
RF
1411
Robbins Farley
New Hampshire
$37.7K
DFA
1412
DHJJ Financial Advisors
Illinois
$37.5K
HC
1413
Hara Capital
Washington
$36.3K
C
1414
Covestor
United Kingdom
$36K
CA
1415
Crewe Advisors
Utah
$35.1K -$7.46K -30 -17%
CTB
1416
Country Trust Bank
Illinois
$35.1K
MLA
1417
MB, Levis & Associates
Pennsylvania
$35.1K
MEG
1418
Millstone Evans Group
Colorado
$35.1K +$37.3K +150 New
CWP
1419
Concord Wealth Partners
Virginia
$34.9K
RA
1420
Rise Advisors
New York
$34.2K -$1.24K -5 -3%
FRA
1421
Front Row Advisors
California
$34K
FFO
1422
Fortitude Family Office
Arizona
$33.7K -$6.46K -26 -15%
AWM
1423
Accredited Wealth Management
Kentucky
$32.9K +$34.8K +140 New
GC
1424
Gould Capital
Washington
$31.6K
NWM
1425
Navigoe Wealth Management
California
$31K +$33.6K +135 New