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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
901
Patriot Financial Group Insurance Agency
Massachusetts
$45K -$1.45K -40 -3%
GI
902
Gradient Investments
Minnesota
$44K -$9.48K -261 -18%
PFBT
903
Parkside Financial Bank & Trust
Missouri
$44K -$6.65K -183 -13%
HRC
904
Hoertkorn Richard Charles
$44K -$3.63K -100 -8%
SWM
905
Sugarloaf Wealth Management
Georgia
$44K +$44.1K +1,213 New
PCM
906
Penserra Capital Management
California
$43K +$13.3K +366 +40%
SL
907
Savior LLC
Massachusetts
$43K +$42.4K +1,168 New
PCIA
908
Prime Capital Investment Advisors
Kansas
$42K -$10.8K -297 -21%
GWMIA
909
Global Wealth Management Investment Advisory
Florida
$42K +$10.9K +300 +35%
FCMT
910
Founders Capital Management (Texas)
Texas
$41K – – –
CCA
911
Column Capital Advisors
Indiana
$41K +$41.2K +1,134 New
TF
912
TimeScale Financial
Massachusetts
$40K -$27.4K -753 -40%
HIIFS
913
Harel Insurance Investments & Financial Services
Israel
$39K – – –
ECM
914
Estabrook Capital Management
New York
$37.6K -$21.6K -595 -37%
VCM
915
Versant Capital Management
Arizona
$37K +$4.43K +122 +14%
MS
916
Mizuho Securities
Japan
$37K +$36.3K +1,000 New
EP
917
Eudaimonia Partners
Tennessee
$37K +$37.2K +1,024 New
BCWM
918
Bartlett & Co Wealth Management
Ohio
$36.6K – – –
CAC
919
Certified Advisory Corp
Florida
$36K +$218 +6 +0.6%
MIFH
920
Migdal Insurance & Financial Holdings
Israel
$36K +$36.2K +995 New
CFFP
921
Center for Financial Planning
Michigan
$35K +$35.1K +967 New
BWA
922
Burt Wealth Advisors
Maryland
$33K – – –
RWM
923
Raffa Wealth Management
District of Columbia
$32.8K – – –
GWS
924
Glassman Wealth Services
Virginia
$32K +$17.3K +476 +120%
PA
925
PSI Advisors
Florida
$31K +$30.8K +847 New