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Name Holding Trade Value Shares
Change
Change in
Stake
Westside Investment Management
126
Westside Investment Management
California
$5.33K – – –
AssetMark Inc
127
AssetMark Inc
California
$5.21K -$3.3K -201 -31%
Bell Investment Advisors
128
Bell Investment Advisors
California
$5.01K -$2.64K -161 -27%
EWP
129
Elevation Wealth Partners
California
$3.66K +$5.12K +312 New
Steward Partners Investment Advisory
130
Steward Partners Investment Advisory
New York
$3.62K +$541 +33 +12%
BFSG LLC
131
BFSG LLC
California
$3.52K – – –
TS Financial Group (TSFG)
132
TS Financial Group (TSFG)
Illinois
$3K – – –
KFP
133
Kerr Financial Planning
California
$2.94K +$4.1K +250 New
Versant Capital Management
134
Versant Capital Management
Arizona
$2.49K +$2.1K +128 +152%
TD Waterhouse Canada
135
TD Waterhouse Canada
Ontario, Canada
$2.45K +$3.28K +200 New
IFP Advisors
136
IFP Advisors
Florida
$2.35K -$492 -30 -13%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$1.3K -$9K -549 -83%
Bessemer Group
138
Bessemer Group
New Jersey
$1K +$82 +5 +5%
APFP
139
Action Point Financial Planning
Michigan
$940 +$1.31K +80 New
JFS Wealth Advisors
140
JFS Wealth Advisors
Pennsylvania
$904 -$1.79K -109 -59%
Raffa Wealth Management
141
Raffa Wealth Management
District of Columbia
$669 +$590 +36 +171%
Physician Wealth Advisors
142
Physician Wealth Advisors
Utah
$634 -$377 -23 -30%
TWD
143
True Wealth Design
Ohio
$599 -$4.38K -267 -84%
Global Retirement Partners
144
Global Retirement Partners
California
$493 +$689 +42 New
RF
145
Rossby Financial
Florida
$423 – – –
AFC
146
Ares Financial Consulting
California
$411 – – –
TCM
147
Triumph Capital Management
Colorado
$411 – – –
CFM
148
Cornerstone Financial Management
Massachusetts
$399 +$557 +34 New
Harbour Investments
149
Harbour Investments
Wisconsin
$376 +$262 +16 +100%
Stone House Investment Management
150
Stone House Investment Management
Pennsylvania
$340 +$197 +12 +71%