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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
651
Plante Moran Financial Advisors
Michigan
$42K +$16.5K +328 +59%
ATC
652
Adirondack Trust Company
New York
$41K
KFI
653
Key Financial Inc
Pennsylvania
$41K +$9.89K +197 +30%
ADL
654
Asset Dedication LLC
California
$40K +$402 +8 +0.9%
GKWIM
655
Gerber Kawasaki Wealth & Investment Management
California
$40K +$42.6K +848 New
TH
656
TCTC Holdings
Texas
$39K
TLCM
657
Twin Lakes Capital Management
California
$39K
FGAM
658
Financial Gravity Asset Management
Texas
$38K
MCM
659
MV Capital Management
Maryland
$38K
PCC
660
Park Circle Company
Maryland
$38K
SC
661
SouthState Corp
Florida
$37K +$38.8K +772 New
WAS
662
Winch Advisory Services
Wisconsin
$35K +$452 +9 +1%
SIS
663
Sound Income Strategies
Florida
$34K
GI
664
Gradient Investments
Minnesota
$34K +$6.13K +122 +21%
HCP
665
Hexagon Capital Partners
Arkansas
$33K
RBC
666
Roble Belko & Company
Pennsylvania
$33K
LF
667
Lee Financial
Texas
$33K +$16.1K +320 +89%
AF
668
Allworth Financial
California
$32K
AAP
669
Arax Advisory Partners
Colorado
$32K +$653 +13 +2%
JFA
670
JNBA Financial Advisors
Minnesota
$32K +$17.2K +342 +105%
1IA
671
1834 Investment Advisors
Wisconsin
$31K
MAWCM
672
Mine & Arao Wealth Creation & Management
California
$31K
SAM
673
S.A. Mason
Michigan
$31K
OSNBOA
674
Old Second National Bank of Aurora
Illinois
$29K
TC
675
Trust Company
Kansas
$29K +$4.82K +96 +19%