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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
976
Roble Belko & Company
Pennsylvania
$5K – – –
AW
977
Avion Wealth
Texas
$5K +$1.4K +6 +60%
SWS
978
SYSTM Wealth Solutions
Illinois
$4.8K – – –
TFM
979
TFC Financial Management
Massachusetts
$4.55K +$233 +1 +6%
WCM
980
Westend Capital Management
California
$4.3K +$3.97K +17 New
CAM
981
ClariVest Asset Management
California
$4.3K +$1.4K +6 +55%
WB
982
Webster Bank
Connecticut
$4.05K – – –
DF
983
Dunhill Financial
United Kingdom
$3.87K +$467 +2 +15%
DPW
984
DiNuzzo Private Wealth
Pennsylvania
$3.79K – – –
PA
985
Pineridge Advisors
Missouri
$3.79K -$16.3K -70 -82%
VCM
986
Versant Capital Management
Arizona
$3.79K – – –
CFB
987
Cullen/Frost Bankers
Texas
$3.29K – – –
AssetMark Inc
988
AssetMark Inc
California
$3.04K -$10.5K -45 -79%
CSC
989
Caldwell Sutter Capital
California
$3.04K – – –
NC
990
NewSquare Capital
Pennsylvania
$3.04K – – –
IRC
991
Investors Research Corp
Georgia
$2.78K – – –
PWMG
992
Private Wealth Management Group
New Jersey
$2.53K – – –
HFS
993
Horizon Financial Services
North Carolina
$2.53K +$2.33K +10 New
S
994
Sachetta
Massachusetts
$2.31K – – –
FSWA
995
Financial Synergies Wealth Advisors
Texas
$2.28K +$233 +1 +13%
RS
996
Rakuten Securities
Japan
$2.02K -$1.63K -7 -47%
EC
997
EntryPoint Capital
New York
$1.77K -$20.8K -89 -93%
NSIM
998
North Star Investment Management
Illinois
$1.77K – – –
CPG
999
Cornerstone Planning Group
New Jersey
$1.56K +$1.4K +6 +600%
TCA
1000
Trifecta Capital Advisors
Illinois
$1.52K – – –