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Name Holding Trade Value Shares
Change
Change in
Stake
GM
451
GeoWealth Management
Illinois
$53K +$48.7K +605 New
PA
452
PSI Advisors
Florida
$52.9K -$16.1K -200 -25%
FMP
453
Financial Management Professionals
Texas
$50K +$31.5K +391 +221%
RCM
454
Raleigh Capital Management
North Carolina
$47.6K +$9.83K +122 +29%
LC
455
Lindbrook Capital
California
$47.3K -$4.03K -50 -9%
CFFP
456
Center for Financial Planning
Michigan
$45K +$8.05K +100 +24%
SIC
457
Salem Investment Counselors
North Carolina
$44.5K -$32.2K -400 -44%
DMBA
458
Deseret Mutual Benefit Administrators
Utah
$44.3K – – –
MSFP
459
Mark Sheptoff Financial Planning
Connecticut
$44.1K – – –
FWA
460
FSC Wealth Advisors
New York
$40.8K +$37.3K +463 New
MPWT
461
MassMutual Private Wealth & Trust
Connecticut
$40K +$8.54K +106 +30%
STCOSD
462
Sageworth Trust Company of South Dakota
South Dakota
$39.7K – – –
EWM
463
Endurance Wealth Management
Rhode Island
$39K +$35.4K +440 New
PFBT
464
Parkside Financial Bank & Trust
Missouri
$37.2K -$6.6K -82 -16%
FFA
465
Farther Finance Advisors
California
$32.4K +$7.41K +92 +33%
AS
466
Altshuler Shaham
Israel
$31.4K +$28.7K +356 New
TFP
467
Tilia Fiduciary Partners
North Carolina
$30.9K – – –
ETC
468
Exchange Traded Concepts
Oklahoma
$30.6K -$150K -1,865 -84%
PCM
469
Peregrine Capital Management
Minnesota
$29.1K -$3.22K -40 -11%
FDCDDQ
470
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.1K – – –
CFO
471
CVA Family Office
Colorado
$24.7K +$805 +10 +4%
ST
472
Sageworth Trust
Pennsylvania
$23.2K – – –
RTC
473
Riverview Trust Company
Washington
$22K – – –
BFEC
474
Benjamin F. Edwards & Company
Missouri
$22K – – –
LFG
475
Larson Financial Group
Missouri
$21.9K – – –