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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1026
Institutional & Family Asset Management
Colorado
$26.9K +$222 +7 +0.9%
S
1027
Sachetta
Massachusetts
$26.6K +$2.32K +73 +11%
GWSA
1028
Global Wealth Strategies & Associates
Colorado
$25K -$793 -25 -3%
CSC
1029
Caldwell Sutter Capital
California
$24.5K – – –
CFFP
1030
Center for Financial Planning
Michigan
$24.3K – – –
KFP
1031
Keener Financial Planning
Texas
$24K – – –
CWP
1032
Concord Wealth Partners
Virginia
$23.9K +$159 +5 +0.7%
FMP
1033
Financial Management Professionals
Texas
$23K – – –
RWMG
1034
Redwood Wealth Management Group
New Jersey
$22.6K +$20.5K +645 New
LSA
1035
Leonteq Securities AG
Switzerland
$22K -$548K -17,275 -96%
FFA
1036
Frazier Financial Advisors
Ohio
$21.7K +$13.5K +427 +221%
BTC
1037
Bank & Trust Company
Illinois
$21.6K +$19.5K +616 New
FFL
1038
Financial Freedom LLC
Ohio
$21.4K +$159 +5 +0.8%
M
1039
MOTCO
Texas
$21.3K +$1.46K +46 +8%
CHA
1040
Carmichael Hill & Associates
Maryland
$21K -$44.4K -1,400 -70%
TF
1041
Tompkins Financial
New York
$20.8K – – –
T
1042
Tidemark
California
$20.7K +$18.8K +592 New
MHR
1043
Matthew Hamilton Rosenberg
$20.3K -$9.04K -285 -33%
RFA
1044
Register Financial Advisors
Georgia
$20.2K – – –
PMFA
1045
Plante Moran Financial Advisors
Michigan
$19.2K +$7.84K +247 +82%
ZB
1046
Zions Bancorporation
Utah
$18.9K -$8.92K -281 -34%
TFF
1047
The Family Firm
Maryland
$18.5K +$16.8K +529 New
GKIM
1048
GW&K Investment Management
Massachusetts
$18K +$3.81K +120 +30%
SOAMC
1049
Spirit of America Management Corp
New York
$17.5K -$479K -15,100 -97%
PCC
1050
Park Circle Company
Maryland
$17.5K – – –