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Name Holding Trade Value Shares
Change
Change in
Stake
QL
901
Quarry LP
New York
$68.7K -$18.2K -823 -22%
DMBA
902
Deseret Mutual Benefit Administrators
Utah
$60.6K
TFM
903
TFC Financial Management
Massachusetts
$59.9K -$221 -10 -0.4%
HNW
904
High Note Wealth
Minnesota
$59.4K
BFS
905
Burkett Financial Services
South Carolina
$58.7K +$465 +21 +0.9%
TH
906
TCTC Holdings
Texas
$57.8K +$8.48K +383 +19%
TFA
907
Transamerica Financial Advisors
Florida
$57K -$74.9K -3,383 -59%
BIA
908
Bell Investment Advisors
California
$56.9K +$908 +41 +2%
RA
909
Ransom Advisory
Rhode Island
$56K
UB
910
UMB Bank
Missouri
$55.9K -$29.2K -1,319 -36%
BTI
911
Blue Trust Inc
Georgia
$52.8K +$8.57K +387 +21%
TFIPS
912
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.8K
RF
913
Rossby Financial
Florida
$52.3K +$50.3K +2,273 New
SN
914
Sittner & Nelson
Oregon
$48K
API
915
Asset Planning Inc
California
$47.2K +$310 +14 +0.7%
CA
916
Continuum Advisory
Idaho
$46.9K +$41.3K +1,864 +2,071%
Bank Julius Baer & Co
917
Bank Julius Baer & Co
Switzerland
$46K +$25.5K +1,150 +149%
HCP
918
Hexagon Capital Partners
Arkansas
$45.8K -$16.4K -741 -28%
PMFA
919
Plante Moran Financial Advisors
Michigan
$43.8K -$10.5K -473 -21%
CI
920
Clal Insurance
Israel
$39K +$28.5K +1,287 +379%
NECFA
921
New England Capital Financial Advisors
Connecticut
$38.4K -$18.4K -832 -34%
TC
922
Truvestments Capital
Florida
$36.5K +$33.7K +1,524 New
TCM
923
TruNorth Capital Management
Michigan
$35.8K +$33K +1,492 New
GBT
924
Grove Bank & Trust
Florida
$35.8K +$7.26K +328 +28%
OP
925
ORG Partners
Indiana
$34.8K +$179K +8,064 +1,768%