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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
601
SOA Wealth Advisors
New York
$59.1K +$10.5K +117 +20%
CB
602
CNB Bank
Pennsylvania
$54.6K – – –
GWP
603
Gen-Wealth Partners
Michigan
$54.5K – – –
AUB
604
Atlantic Union Bankshares
Virginia
$54.3K – – –
SAM
605
Smartleaf Asset Management
Massachusetts
$49.6K – – –
MG
606
Mather Group
Illinois
$48.5K -$18.4K -205 -26%
Los Angeles Capital Management
607
Los Angeles Capital Management
California
$47.6K -$119K -1,320 -70%
JFA
608
JNBA Financial Advisors
Minnesota
$45.9K – – –
TWD
609
True Wealth Design
Ohio
$41.8K -$990 -11 -2%
FP
610
Financial Perspectives
Minnesota
$41.3K – – –
FA
611
Fedenia Advisers
Wisconsin
$41.2K +$44.9K +499 New
WAU
612
Wellington-Altus USA
Manitoba, Canada
$40.2K – – –
FFO
613
Fortitude Family Office
Arizona
$40.2K +$36.5K +406 +501%
TFA
614
Transamerica Financial Advisors
Florida
$40.1K +$12.1K +135 +38%
WTA
615
Washington Trust Advisors
Massachusetts
$37.8K – – –
CH
616
Cromwell Holdings
Wyoming
$37.2K +$1.44K +16 +4%
FB
617
First Bancorp
Maine
$37.2K +$40.5K +450 New
BC
618
Bayforest Capital
United Kingdom
$36.8K -$20.8K -231 -34%
AAG
619
Armstrong Advisory Group
Massachusetts
$35.3K – – –
CCWM
620
Cassaday & Co Wealth Management
Virginia
$34.6K +$90 +1 +0.2%
CFO
621
CVA Family Office
Colorado
$33.4K -$7.47K -83 -17%
CMA
622
Cedar Mountain Advisors
Oregon
$32.6K – – –
OC
623
Oakworth Capital
Alabama
$32.1K +$450 +5 +1%
TSMHT
624
Thurston Springer Miller Herd & Titak
Indiana
$32K +$32.1K +357 +1,190%
FHC
625
First Horizon Corporation
Tennessee
$31.6K -$5.13K -57 -13%