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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
451
Gemmer Asset Management
California
$17K – – –
HFM
452
Harvest Fund Management
China
$17K – – –
SPIA
453
Steward Partners Investment Advisory
New York
$17K +$84 +3 +0.5%
CIA
454
CSat Investment Advisory
Michigan
$17K +$2.03K +72 +14%
ST
455
Smithfield Trust
Pennsylvania
$14K – – –
PA
456
Procyon Advisors
Connecticut
$14K +$13.2K +468 New
TFA
457
Toth Financial Advisory
Virginia
$13K – – –
TFS
458
TrustCore Financial Services
Tennessee
$13K – – –
GI
459
Gradient Investments
Minnesota
$13K +$12.2K +432 New
KC
460
Knuff & Co
California
$12K – – –
CAC
461
Certified Advisory Corp
Florida
$11K – – –
FDCDDQ
462
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K +$4.05K +144 +65%
LPWM
463
Lake Point Wealth Management
Texas
$10K +$9.94K +353 New
APWM
464
Atlas Private Wealth Management
New York
$9K +$8.45K +300 New
OPS
465
Orion Portfolio Solutions
Nebraska
$9K +$8.65K +307 New
VAIA
466
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.76K +311 New
SFS
467
Sowell Financial Services
Arkansas
$8K -$1.75K -62 -18%
TL
468
TrueWealth LLC
Georgia
$8K – – –
TPCW
469
TD Private Client Wealth
New York
$7.42K +$7.21K +256 New
GEA
470
Glen Eagle Advisors
New Jersey
$6.31K +$28 +1 +0.5%
BCA
471
Berman Capital Advisors
Georgia
$5K – – –
SWM
472
Sugarloaf Wealth Management
Georgia
$5K +$4.67K +166 New
GRP
473
Global Retirement Partners
California
$5K +$4.73K +168 New
CG
474
Cutler Group
California
$5K +$5.15K +183 New
CFD
475
Creative Financial Designs
Indiana
$4K -$21.5K -763 -83%