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Name Holding Trade Value Shares
Change
Change in
Stake
SS
1001
Sunbelt Securities
Texas
$61.6K -$3.71K -69 -5%
BIA
1002
Bell Investment Advisors
California
$61.4K +$2.8K +52 +4%
PFA
1003
Pathway Financial Advisers
Indiana
$60.5K +$162 +3 +0.2%
RI
1004
Ridgewood Investments
New Jersey
$60.2K +$64.9K +1,205 New
BCMLT
1005
Beacon Capital Management LLC (Tennessee)
Tennessee
$60.1K – – –
WWP
1006
WR Wealth Planners
Missouri
$59.7K +$8.45K +157 +15%
AssetMark Inc
1007
AssetMark Inc
California
$57.3K -$4.47K -83 -7%
DAM
1008
Delta Asset Management
Tennessee
$57K – – –
FMB
1009
Field & Main Bank
Kentucky
$56.7K +$3.88K +72 +7%
CHC
1010
City Holding Co
West Virginia
$56.1K – – –
HBW
1011
Hazlett, Burt & Watson
West Virginia
$56K +$26.9K +500 +78%
CSB
1012
City State Bank
Iowa
$55.7K – – –
WFA
1013
West Financial Advisors
Iowa
$55.5K – – –
TIM
1014
Tortoise Investment Management
New York
$55K -$269 -5 -0.5%
MB
1015
Mizuho Bank
Japan
$54.9K +$59.2K +1,100 New
PP
1016
PrairieView Partners
Minnesota
$54K -$1.08K -20 -2%
WTC
1017
WhitTier Trust Company
Nevada
$53.5K – – –
VCM
1018
Versant Capital Management
Arizona
$53.1K +$49.9K +927 +677%
OCM
1019
Orion Capital Management
California
$52.7K – – –
KFI
1020
Key Financial Inc
Pennsylvania
$50.3K – – –
MA
1021
MCF Advisors
Kentucky
$50.2K – – –
HGA
1022
Hobbs Group Advisors
South Carolina
$48.7K +$52.5K +975 New
CAS
1023
Coppell Advisory Solutions
Texas
$46.9K +$50.6K +940 New
W
1024
WealthCollab
Washington
$45.2K – – –
FCAS
1025
First Command Advisory Services
Texas
$45K – – –