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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
501
Mark Sheptoff Financial Planning
Connecticut
$54K – – –
HT
502
Headlands Technologies
Illinois
$53.7K +$43.8K +498 New
UFF
503
USA Financial Formulas
Michigan
$51.1K +$41.6K +473 New
DMBA
504
Deseret Mutual Benefit Administrators
Utah
$50.3K -$3.26K -37 -7%
GFPC
505
Global Financial Private Client
Florida
$49.5K +$40.1K +455 New
EWM
506
Endurance Wealth Management
Rhode Island
$47K – – –
FDCDDQ
507
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.9K +$12.3K +140 +49%
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$44.6K -$3.61K -41 -9%
PFBT
509
Parkside Financial Bank & Trust
Missouri
$42.4K -$2.55K -29 -7%
FFA
510
Farther Finance Advisors
California
$42.4K +$2.29K +26 +7%
CA
511
Crewe Advisors
Utah
$42.1K +$14.5K +165 +73%
DJSG
512
D.J. St. Germain
Massachusetts
$41K +$33.5K +380 New
TFP
513
Tilia Fiduciary Partners
North Carolina
$37.9K – – –
PCM
514
Peregrine Capital Management
Minnesota
$30.2K -$4.4K -50 -15%
CFO
515
CVA Family Office
Colorado
$30.2K – – –
BFEC
516
Benjamin F. Edwards & Company
Missouri
$27K – – –
RTC
517
Riverview Trust Company
Washington
$27K – – –
LFG
518
Larson Financial Group
Missouri
$26.8K – – –
CFGS
519
Concourse Financial Group Securities
Alabama
$26.4K -$36K -409 -63%
FA
520
Fiduciary Alliance
South Carolina
$26.1K +$21.3K +242 New
Bessemer Group
521
Bessemer Group
New Jersey
$26K +$9.6K +109 +87%
ICM
522
Intrepid Capital Management
Florida
$24.3K +$19.8K +225 New
HCP
523
Hexagon Capital Partners
Arkansas
$23.6K +$440 +5 +2%
Amundi
524
Amundi
France
$22.5K -$636K -7,218 -97%
FHA
525
First Horizon Advisors
Tennessee
$21.9K – – –