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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
926
Transamerica Financial Advisors
Florida
$186K -$6.22K -18 -4%
CFFP
927
Center for Financial Planning
Michigan
$181K -$19.7K -57 -11%
RCM
928
Richardson Capital Management
Wisconsin
$173K – – –
WSFS
929
Wilmington Savings Fund Society
Delaware
$173K -$794K -2,300 -84%
SAM
930
Smartleaf Asset Management
Massachusetts
$168K – – –
AT
931
Avalon Trust
New Mexico
$168K – – –
CA
932
CoreCap Advisors
Michigan
$160K -$76.3K -221 -35%
CSPIA
933
Cary Street Partners Investment Advisory
Virginia
$158K +$6.56K +19 +5%
FFG
934
Forum Finance Group
$148K – – –
BWM
935
Bullock Wealth Management
Indiana
$145K -$14.5K -42 -10%
TCOV
936
Trust Company of Vermont
Vermont
$144K +$129K +374 New
WIM
937
Westside Investment Management
California
$135K +$4.14K +12 +4%
CH
938
Cromwell Holdings
Wyoming
$135K +$3.45K +10 +3%
VEA
939
Virtus ETF Advisers
New York
$133K +$70.8K +205 +146%
IAIM
940
International Assets Investment Management
Florida
$129K +$43.2K +125 +57%
APFP
941
Action Point Financial Planning
Michigan
$126K +$116K +335 New
PFBT
942
Parkside Financial Bank & Trust
Missouri
$126K +$11.1K +32 +11%
AssetMark Inc
943
AssetMark Inc
California
$117K -$13.8K -40 -12%
GIA
944
GHP Investment Advisors
Colorado
$116K – – –
AIC
945
Archer Investment Corporation
Indiana
$116K +$104K +300 New
KAM
946
KEB Asset Management
Illinois
$114K +$102K +296 New
OL
947
OneFund LLC
Florida
$111K -$2.07K -6 -2%
T
948
TOBAM
France
$106K -$21.4K -62 -18%
DJSG
949
D.J. St. Germain
Massachusetts
$104K – – –
EP
950
Essential Partners
California
$103K +$36.3K +105 +64%