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Name Holding Trade Value Shares
Change
Change in
Stake
Ninety One (UK)
2351
Ninety One (UK)
United Kingdom
$64K +$42.1K +212 New
T
2352
Tidemark
California
$63.7K +$199 +1 +0.5%
TFM
2353
TFC Financial Management
Massachusetts
$63.4K +$3.97K +20 +11%
EWM
2354
Evermay Wealth Management
Virginia
$63.4K +$41.7K +210 New
CTC
2355
Cetera Trust Company
Minnesota
$63.4K
CAC
2356
Core Alternative Capital
Georgia
$63.4K
KTC
2357
Kentucky Trust Company
Kentucky
$63.4K
FGC
2358
Financial Gravity Companies
Texas
$63.4K +$41.7K +210 New
BFS
2359
Bare Financial Services
Pennsylvania
$60.3K +$17.9K +90 +82%
WIM
2360
Westside Investment Management
California
$60.3K
HNW
2361
High Note Wealth
Minnesota
$58.8K +$8.93K +45 +30%
TM
2362
Torren Management
California
$57.4K
MWM
2363
Mosley Wealth Management
California
$55.5K +$36.5K +184 New
AF
2364
Advisornet Financial
Minnesota
$54.9K -$1.59K -8 -4%
MAM
2365
Marquette Asset Management
Minnesota
$54.3K
LF
2366
LifeSteps Financial
California
$54.3K +$35.7K +180 New
QL
2367
Quarry LP
New York
$54K +$35.5K +179 New
GEA
2368
Glen Eagle Advisors
New Jersey
$51.7K +$199 +1 +0.6%
NSIM
2369
North Star Investment Management
Illinois
$51.3K
NWM
2370
Nova Wealth Management
Florida
$50.2K -$4.76K -24 -13%
KG
2371
Kilter Group
New York
$49.8K -$993 -5 -3%
SC
2372
Steph & Co
Wisconsin
$48.3K -$17.9K -90 -36%
CNBTD
2373
Citizens National Bank Trust Department
Mississippi
$48.3K
T
2374
Transce3nd
Texas
$47.7K -$794 -4 -2%
IRAG
2375
Investment Research & Advisory Group
Georgia
$45.3K +$19.9K +100 New