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Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
851
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48.3K – – –
C
852
Covestor
United Kingdom
$47K +$30.2K +1,364 +176%
GWM
853
Geneos Wealth Management
Colorado
$46.3K – – –
M
854
MOTCO
Texas
$46.3K +$442 +20 +1%
SC
855
SouthState Corp
Florida
$44.1K +$44 +2 +0.1%
IAIM
856
International Assets Investment Management
Florida
$43.8K +$4.07K +184 +10%
KFA
857
Kelleher Financial Advisors
New York
$42.3K +$26.7K +1,207 +168%
SR
858
Syntax Research
Florida
$41.6K – – –
GWP
859
Gen-Wealth Partners
Michigan
$41.6K – – –
GBT
860
Grove Bank & Trust
Florida
$38.7K – – –
SWM
861
Spire Wealth Management
Virginia
$38.4K -$66 -3 -0.2%
BC
862
Bayforest Capital
United Kingdom
$38.3K -$45.8K -2,070 -54%
CFM
863
Compass Financial Management
Florida
$38.2K +$36.5K +1,651 New
RF
864
Rossby Financial
Florida
$38K +$5.07K +229 +15%
OA
865
Operose Advisors
Wisconsin
$36.4K -$1.02K -46 -3%
CF
866
Conquis Financial
California
$36.3K – – –
AAG
867
Accordant Advisory Group
Maryland
$34.6K – – –
WPA
868
West Paces Advisors
Georgia
$34.4K +$34.7K +1,568 New
ABC
869
Anchor Bay Capital
California
$34.4K +$25.5K +1,154 New
CMP
870
Coston McIsaac & Partners
Maine
$33K – – –
TWD
871
True Wealth Design
Ohio
$32.7K +$18.6K +840 +129%
DAM
872
Delta Asset Management
Tennessee
$31.5K – – –
ZBNA
873
Zions Bancorporation, National Association
Utah
$31.2K +$1.81K +82 +6%
AF
874
Advisornet Financial
Minnesota
$30K +$376 +17 +1%
ADL
875
Asset Dedication LLC
California
$29.6K -$14.9K -673 -33%