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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
526
Horizon Financial Services
North Carolina
$13.2K +$13.3K +140 +700%
MAM
527
Marquette Asset Management
Minnesota
$13.1K -$664 -7 -4%
C
528
Covestor
United Kingdom
$13K +$1.8K +19 +15%
FFA
529
Frazier Financial Advisors
Ohio
$13K +$5.22K +55 +54%
HHCP
530
Hilton Head Capital Partners
South Carolina
$12.4K – – –
Farmers & Merchants Investments Inc
531
Farmers & Merchants Investments Inc
Nebraska
$11.9K +$5.22K +55 +62%
NSIM
532
North Star Investment Management
Illinois
$11.4K -$285 -3 -2%
GCM
533
Gables Capital Management
Florida
$11.2K – – –
Smithfield Trust
534
Smithfield Trust
Pennsylvania
$10K – – –
BIA
535
Bell Investment Advisors
California
$9.59K +$3.7K +39 +51%
Spire Wealth Management
536
Spire Wealth Management
Virginia
$9.51K +$949 +10 +10%
MGI
537
Miller Global Investments
Texas
$8.68K – – –
EP
538
Essential Partners
California
$8.6K -$138K -1,450 -93%
TM
539
Torren Management
California
$8.6K – – –
W
540
WealthCollab
Washington
$8.27K -$20.8K -219 -69%
First Command Advisory Services
541
First Command Advisory Services
Texas
$8.27K +$9.49K +100 New
PWPS
542
Pinnacle Wealth Planning Services
Ohio
$7.19K +$6.93K +73 +521%
HWP
543
Highline Wealth Partners
California
$6.78K +$6.93K +73 +811%
RFP
544
Root Financial Partners
California
$6.61K -$2.47K -26 -25%
CFO
545
CVA Family Office
Colorado
$6.61K +$6.83K +72 +900%
CPG
546
Cornerstone Planning Group
New Jersey
$6.13K +$4.27K +45 +180%
RTL
547
Red Tortoise LLC
Georgia
$5.79K – – –
MCM
548
MV Capital Management
Maryland
$5.71K +$4.84K +51 +283%
MFP
549
Meramec Financial Planners
Missouri
$5.61K – – –
JWA
550
JFS Wealth Advisors
Pennsylvania
$5.54K -$7.69K -81 -55%