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Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
1051
Newbridge Financial Services Group
Florida
$101K +$111K +1,701 +1,339%
Cohen & Steers
1052
Cohen & Steers
New York
$100K
ADL
1053
Asset Dedication LLC
California
$99.7K +$1.11K +17 +1%
FMB
1054
Field & Main Bank
Kentucky
$95.2K -$3.59K -55 -3%
MFP
1055
Meramec Financial Planners
Missouri
$92.8K +$104K +1,600 New
FCAS
1056
First Command Advisory Services
Texas
$91.4K +$39.5K +606 +58%
ST
1057
Smithfield Trust
Pennsylvania
$89K
OL
1058
OneFund LLC
Florida
$85.6K -$8.61K -132 -8%
FFO
1059
Fortitude Family Office
Arizona
$77.6K -$4.31K -66 -5%
CFM
1060
Compass Financial Management
Florida
$74.1K +$86.4K +1,324 New
IFWM
1061
Institute for Wealth Management
Colorado
$73.4K +$86.2K +1,322 New
FGC
1062
Financial Gravity Companies
Texas
$72K +$84.6K +1,297 New
CFS
1063
CGC Financial Services
Oregon
$71.9K -$52.2K -800 -38%
SAM
1064
Sherman Asset Management
California
$71.5K -$18.7K -287 -18%
SS
1065
SBI Securities
Japan
$69.6K -$1.37K -21 -2%
GWP
1066
Gen-Wealth Partners
Michigan
$68.9K
TCOV
1067
Trust Company of Vermont
Vermont
$68.2K +$80.2K +1,229 New
BIA
1068
Bell Investment Advisors
California
$67.4K +$7.89K +121 +11%
TSMHT
1069
Thurston Springer Miller Herd & Titak
Indiana
$67.1K
NWMP
1070
Noble Wealth Management PBC
Colorado
$66.6K
KFAS
1071
Keating Financial Advisory Services
Kansas
$66.5K -$1.83K -28 -2%
ZBNA
1072
Zions Bancorporation, National Association
Utah
$65.7K +$38.2K +585 +98%
AWM
1073
Abound Wealth Management
Tennessee
$63.8K -$6.07K -93 -7%
BF
1074
BOK Financial
Oklahoma
$63K -$1.76K -27 -2%
CFFP
1075
Center for Financial Planning
Michigan
$62.5K