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Name Holding Trade Value Shares
Change
Change in
Stake
DIP
501
DT Investment Partners
Pennsylvania
$25.7K – – –
VSQM
502
V-Square Quantitative Management
Illinois
$22.9K – – –
SAM
503
Smartleaf Asset Management
Massachusetts
$22.3K – – –
DB
504
Danske Bank
Denmark
$22.2K – – –
AFC
505
Ares Financial Consulting
California
$21.5K – – –
HNB
506
Huntington National Bank
Ohio
$21.1K +$5.4K +71 +33%
APFP
507
Action Point Financial Planning
Michigan
$18.6K +$19.2K +253 New
NEWAS
508
N.E.W. Advisory Services
Wisconsin
$18.5K – – –
CPG
509
Cornerstone Planning Group
New Jersey
$17.6K -$912 -12 -4%
VCM
510
Versant Capital Management
Arizona
$15.2K -$8.21K -108 -35%
HNW
511
High Note Wealth
Minnesota
$15.1K -$3.27K -43 -17%
SWM
512
Spire Wealth Management
Virginia
$15K -$2.58K -34 -14%
AssetMark Inc
513
AssetMark Inc
California
$14.4K -$152 -2 -1%
IAIM
514
International Assets Investment Management
Florida
$13K – – –
HWA
515
HHM Wealth Advisors
Tennessee
$12.6K – – –
QC
516
Quent Capital
New York
$12.6K -$3.04K -40 -19%
SC
517
Solstein Capital
California
$11.3K – – –
RL
518
Rogco LP
Oklahoma
$11.2K – – –
CFO
519
CVA Family Office
Colorado
$11.2K +$7.53K +99 +190%
PTC
520
Private Trust Company
Ohio
$10.7K +$10.9K +144 New
CT
521
Colonial Trust
South Carolina
$10.7K -$76 -1 -0.7%
CAL
522
Capital Advisors Ltd
Ohio
$9K – – –
IFWM
523
Institute for Wealth Management
Colorado
$8.9K +$9.13K +120 New
FFO
524
Fortitude Family Office
Arizona
$8.53K +$2.36K +31 +37%
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$8.31K -$152 -2 -2%