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Korn Ferry

Name Holding Trade Value Shares
Change
Change in
Stake
EP
301
Essential Partners
California
$5.99K -$2.5K -37 -29%
CFO
302
CVA Family Office
Colorado
$5.99K +$1.08K +16 +22%
W
303
WealthCollab
Washington
$5.79K
RF
304
Rossby Financial
Florida
$5.46K +$406 +6 +8%
TWD
305
True Wealth Design
Ohio
$4.59K +$3.11K +46 +200%
GIA
306
GHP Investment Advisors
Colorado
$4.53K
SIC
307
SJS Investment Consulting
Ohio
$4.53K +$3.52K +52 +325%
MA
308
MCF Advisors
Kentucky
$4.39K +$4.46K +66 New
JWA
309
JFS Wealth Advisors
Pennsylvania
$4.33K +$879 +13 +25%
KFAS
310
Keating Financial Advisory Services
Kansas
$4.26K +$474 +7 +12%
AssetMark Inc
311
AssetMark Inc
California
$4.2K -$947 -14 -18%
GFA
312
Godfrey Financial Associates
New York
$4.2K
MAFA
313
MJT & Associates Financial Advisory
Minnesota
$4.2K
FHC
314
First Horizon Corporation
Tennessee
$3.93K
Barrow, Hanley, Mewhinney & Strauss
315
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.86K +$3.92K +58 New
RWS
316
Retirement Wealth Solutions
Wisconsin
$3.73K +$677 +10 +22%
TM
317
Torren Management
California
$3.4K
KG
318
Kilter Group
New York
$3.26K +$1.42K +21 +75%
FFO
319
Fortitude Family Office
Arizona
$3.26K +$203 +3 +7%
CA
320
Clearstead Advisors
Ohio
$2.93K +$2.98K +44 New
MNA
321
Manning & Napier Advisors
New York
$2.82K +$2.71K +40 New
DWM
322
Darwin Wealth Management
Florida
$2.35K +$68 +1 +3%
APFP
323
Action Point Financial Planning
Michigan
$2.33K +$2.5K +37 New
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$2.2K
RWM
325
Rialto Wealth Management
New York
$2.13K +$1.76K +26 +433%