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Genworth Financial
GNW

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
301
IFP Advisors
Florida
$14K -$916 -103 -6%
SPIA
302
Steward Partners Investment Advisory
New York
$13K – – –
GRP
303
Global Retirement Partners
California
$12.9K +$12.1K +1,358 New
S
304
SignatureFD
Georgia
$12.7K -$5.7K -641 -32%
BFS
305
Bare Financial Services
Pennsylvania
$10.9K +$3.51K +395 +52%
FFA
306
Farther Finance Advisors
California
$10.2K +$160 +18 +2%
LI
307
LRI Investments
Florida
$9.61K +$213 +24 +2%
MWA
308
Medallion Wealth Advisors
Connecticut
$9.47K -$17.8K -2,000 -67%
BIA
309
Bell Investment Advisors
California
$9.4K – – –
RIL
310
Rothschild Investment LLC
Illinois
$9.1K +$471 +53 +6%
AAM
311
Advisors Asset Management
Colorado
$7.54K -$2.17K -244 -23%
KFAS
312
Keating Financial Advisory Services
Kansas
$6.92K +$27 +3 +0.4%
FAM
313
Fulcrum Asset Management
United Kingdom
$6.8K +$6.35K +714 New
APFP
314
Action Point Financial Planning
Michigan
$6.14K +$5.8K +652 New
CFO
315
CVA Family Office
Colorado
$6.07K +$1.78K +200 +45%
FFO
316
Fortitude Family Office
Arizona
$5.74K -$9 -1 -0.2%
TCM
317
Triumph Capital Management
Colorado
$4.74K – – –
JWA
318
JFS Wealth Advisors
Pennsylvania
$4.53K +$836 +94 +24%
KG
319
Kilter Group
New York
$4.12K +$3.87K +435 New
PFBT
320
Parkside Financial Bank & Trust
Missouri
$4.06K – – –
BWA
321
Basecamp Wealth Advisors
Washington
$3.92K – – –
QL
322
Quarry LP
New York
$3.8K -$2.25K -253 -39%
SIC
323
SJS Investment Consulting
Ohio
$3.72K +$2.88K +324 +470%
OCWP
324
Owl Creek Wealth Partners
Colorado
$3.69K – – –
FUBT
325
First United Bank & Trust
Maryland
$3.46K – – –
11 12
13
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