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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
976
Kelly Financial Services
Massachusetts
$114K – – –
MA
977
Montag & Associates
Georgia
$113K – – –
C
978
Covestor
United Kingdom
$108K -$20.2K -580 -17%
GFL
979
Granite FO LLC
New Hampshire
$102K +$90.3K +2,590 New
HI
980
Harbour Investments
Wisconsin
$101K +$1.05K +30 +1%
SL
981
Sonnipe Ltd
Isle Of Man
$98.8K +$91.3K +2,620 New
PGAM
982
Princeton Global Asset Management
New Jersey
$98K -$15.7K -450 -15%
VCM
983
Versant Capital Management
Arizona
$97.7K – – –
DAC
984
Dividend Assets Capital
South Carolina
$94K – – –
FHA
985
First Horizon Advisors
Tennessee
$93.9K +$19.2K +550 +28%
PPWM
986
PFG Private Wealth Management
Florida
$89K -$5.58K -160 -6%
AWM
987
Ameliora Wealth Management
Switzerland
$87.8K – – –
SW
988
SteelPeak Wealth
California
$84.8K +$78.4K +2,250 New
GWMI
989
Guardian Wealth Management (Illinois)
Illinois
$84.7K +$349 +10 +0.4%
WA
990
Win Advisors
Florida
$84.1K +$39.4K +1,130 +103%
HC
991
Hoese & Co
Minnesota
$79K – – –
AWM
992
AllSquare Wealth Management
New York
$75.4K – – –
GRP
993
Global Retirement Partners
California
$75.3K +$4.18K +120 +6%
PMFA
994
Plante Moran Financial Advisors
Michigan
$73.9K -$5.58K -160 -8%
TAIM
995
TD Ameritrade Investment Management
Nebraska
$73K -$62.4K -1,790 -48%
CWP
996
Concord Wealth Partners
Virginia
$72.8K +$67.3K +1,930 New
WPA
997
West Paces Advisors
Georgia
$71.6K – – –
FCA
998
FinTrust Capital Advisors
South Carolina
$64.5K -$43.6K -1,250 -42%
IBOK
999
Independence Bank of Kentucky
Kentucky
$64K – – –
MUMSS
1000
Mitsubishi UFJ Morgan Stanley Securities
Japan
$64K +$6.97K +200 +13%