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Name Holding Trade Value Shares
Change
Change in
Stake
FF
501
FourThought Financial
Florida
$16K +$14.4K +100 New
BFC
502
Bedel Financial Consulting
Indiana
$15K – – –
TFO
503
Tarbox Family Office
California
$15K – – –
IA
504
IFP Advisors
Florida
$15K +$288 +2 +2%
LF
505
Lee Financial
Texas
$15K +$2.45K +17 +22%
RF
506
Robbins Farley
New Hampshire
$15K +$13.7K +95 New
AWM
507
Avior Wealth Management
Nebraska
$13K – – –
BCA
508
Berman Capital Advisors
Georgia
$13K +$1.15K +8 +10%
OAJ
509
Ogorek Anthony Joseph
New York
$12K – – –
SWM
510
Sugarloaf Wealth Management
Georgia
$12K – – –
AWG
511
Altus Wealth Group
Colorado
$12K +$10.8K +75 New
CAAS
512
Capital Asset Advisory Services
Michigan
$10K +$8.64K +60 New
PWA
513
Phoenix Wealth Advisors
North Carolina
$10K +$9.08K +63 New
ZB
514
Zions Bancorporation
Utah
$9K – – –
SLF
515
Sun Life Financial
Ontario, Canada
$8K -$144 -1 -2%
EARNEST Partners
516
EARNEST Partners
Georgia
$8K – – –
SIAG
517
Safeguard Investment Advisory Group
California
$8K +$7.49K +52 New
FMII
518
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
VCM
519
Versant Capital Management
Arizona
$7K – – –
TF
520
Tompkins Financial
New York
$7K +$6.2K +43 New
ST
521
Smithfield Trust
Pennsylvania
$6K -$26.1K -181 -82%
CFD
522
Creative Financial Designs
Indiana
$5K – – –
GRP
523
Global Retirement Partners
California
$5K – – –
TIAM2
524
Tru Independence Asset Management 2
Oregon
$5K +$4.32K +30 New
ICP
525
Interchange Capital Partners
Pennsylvania
$5K +$4.61K +32 New