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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
501
CVA Family Office
Colorado
$26.7K +$23.6K +330 New
HGERS
502
Householder Group Estate & Retirement Specialist
Arizona
$26K – – –
SC
503
Steph & Co
Wisconsin
$25.3K -$133K -1,863 -86%
PFBT
504
Parkside Financial Bank & Trust
Missouri
$24.9K -$1.65K -23 -7%
RIM
505
Rakuten Investment Management
Japan
$24.4K +$21.3K +298 New
HPC
506
HM Payson & Co
Maine
$24.3K – – –
JFA
507
JNBA Financial Advisors
Minnesota
$24.3K – – –
RBC
508
Roble Belko & Company
Pennsylvania
$24K – – –
IFAM
509
Institutional & Family Asset Management
Colorado
$23.5K -$644 -9 -3%
WT
510
Whittier Trust
California
$23.5K – – –
TSWM
511
Tyler-Stone Wealth Management
Ohio
$21.1K – – –
GWM
512
Geneos Wealth Management
Colorado
$21.1K – – –
PIM
513
Plato Investment Management
Australia
$20.4K +$18K +252 New
OP
514
ORG Partners
Indiana
$20.3K +$17.9K +250 New
AA
515
AlphaMark Advisors
Kentucky
$19K +$16.5K +230 New
CW
516
Connectus Wealth
Ohio
$17K +$11.4M +160,047 +319%
CA
517
Clearstead Advisors
Ohio
$16.5K +$9.44K +132 +183%
LS
518
Livforsakringsbolaget Skandia
Sweden
$16.2K – – –
IGWM
519
ICA Group Wealth Management
Colorado
$16.2K +$14.3K +200 New
TCWA
520
Turtle Creek Wealth Advisors
Texas
$16.2K +$14.3K +200 New
FFA
521
Farther Finance Advisors
California
$16.1K +$9.87K +138 +226%
RIL
522
Rothschild Investment LLC
Illinois
$16.1K +$14.2K +199 New
GWS
523
Glassman Wealth Services
Virginia
$15.7K -$2.43K -34 -15%
RS
524
Rakuten Securities
Japan
$15.2K +$13.4K +187 New
WTC
525
WhitTier Trust Company
Nevada
$15.1K -$930 -13 -7%