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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1001
Bell Investment Advisors
California
$61.4K +$2.8K +52 +4%
PFA
1002
Pathway Financial Advisers
Indiana
$60.5K +$162 +3 +0.2%
RI
1003
Ridgewood Investments
New Jersey
$60.2K +$64.9K +1,205 New
BCMLT
1004
Beacon Capital Management LLC (Tennessee)
Tennessee
$60.1K
WWP
1005
WR Wealth Planners
Missouri
$59.7K +$8.45K +157 +15%
AssetMark Inc
1006
AssetMark Inc
California
$57.3K -$4.47K -83 -7%
DAM
1007
Delta Asset Management
Tennessee
$57K
FMB
1008
Field & Main Bank
Kentucky
$56.7K +$3.88K +72 +7%
CHC
1009
City Holding Co
West Virginia
$56.1K
HBW
1010
Hazlett, Burt & Watson
West Virginia
$56K +$26.9K +500 +78%
CSB
1011
City State Bank
Iowa
$55.7K
WFA
1012
West Financial Advisors
Iowa
$55.5K
TIM
1013
Tortoise Investment Management
New York
$55K -$269 -5 -0.5%
MB
1014
Mizuho Bank
Japan
$54.9K +$59.2K +1,100 New
PP
1015
PrairieView Partners
Minnesota
$54K -$1.08K -20 -2%
WTC
1016
WhitTier Trust Company
Nevada
$53.5K
VCM
1017
Versant Capital Management
Arizona
$53.1K +$49.9K +927 +677%
OCM
1018
Orion Capital Management
California
$52.7K
KFI
1019
Key Financial Inc
Pennsylvania
$50.3K
MA
1020
MCF Advisors
Kentucky
$50.2K
HGA
1021
Hobbs Group Advisors
South Carolina
$48.7K +$52.5K +975 New
CAS
1022
Coppell Advisory Solutions
Texas
$46.9K +$50.6K +940 New
W
1023
WealthCollab
Washington
$45.2K
FCAS
1024
First Command Advisory Services
Texas
$45K
ME
1025
McIlrath & Eck
Washington
$44.9K