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Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
526
Root Financial Partners
California
$65.9K +$69.4K +2,321 New
LFG
527
Larson Financial Group
Missouri
$64K +$11.7K +390 +21%
PS
528
Principal Securities
Iowa
$60.7K +$15.2K +508 +31%
RA
529
Rise Advisors
New York
$60.5K +$90 +3 +0.1%
TFGT
530
TS Financial Group (TSFG)
Illinois
$56K – – –
WA
531
WPG Advisers
Maryland
$55.3K +$7.39K +247 +15%
DF
532
Dunhill Financial
United Kingdom
$55.2K – – –
HFS
533
Hopwood Financial Services
Virginia
$53.8K – – –
ZBNA
534
Zions Bancorporation, National Association
Utah
$52.9K +$2.33K +78 +4%
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$51.4K +$1.08K +36 +2%
CH
536
Cromwell Holdings
Wyoming
$50.3K – – –
NA
537
NewEdge Advisors
Louisiana
$49.9K +$5.77K +193 +12%
BBHC
538
Brown Brothers Harriman & Co
New York
$49.9K +$17K +568 +48%
SIC
539
SJS Investment Consulting
Ohio
$49.7K +$50.3K +1,683 +2,512%
TIAAOA
540
Teachers Insurance & Annuity Association of America
New York
$47.7K – – –
OL
541
OneFund LLC
Florida
$43.7K +$1.74K +58 +4%
UB
542
UMB Bank
Missouri
$41.8K +$9.15K +306 +26%
GRP
543
Global Retirement Partners
California
$41.2K -$5.02K -168 -10%
BC
544
Bayforest Capital
United Kingdom
$40.3K +$42.4K +1,419 New
SIM
545
Sentry Investment Management
Wisconsin
$35K -$9.75K -326 -20%
CA
546
Clearstead Advisors
Ohio
$34.7K +$12K +400 +49%
OP
547
ORG Partners
Indiana
$34.2K +$1.23K +41 +4%
CA
548
CoreCap Advisors
Michigan
$34.1K -$7.45K -249 -17%
SPIA
549
Steward Partners Investment Advisory
New York
$33K +$8.04K +269 +30%
TC
550
Truvestments Capital
Florida
$32K +$5K +167 +17%
20 21
22
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