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Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
Westfuller Advisors
New York
$9.25K
Jones Financial Companies
127
Jones Financial Companies
Missouri
$8.47K +$210 +12 +3%
WIM
128
Westside Investment Management
California
$8.38K
LFG
129
Larson Financial Group
Missouri
$7.95K +$6.04K +346 +346%
RS
130
Rakuten Securities
Japan
$6.22K -$1.85K -106 -23%
TWD
131
True Wealth Design
Ohio
$5.67K +$4.16K +238 +298%
BL
132
BFSG LLC
California
$5.35K
SPIA
133
Steward Partners Investment Advisory
New York
$4.9K
MPW
134
MASECO Private Wealth
$4.33K
BBHC
135
Brown Brothers Harriman & Co
New York
$4.28K
IA
136
IFP Advisors
Florida
$4.1K
TFGT
137
TS Financial Group (TSFG)
Illinois
$4K
NSIM
138
North Star Investment Management
Illinois
$3.64K +$3.56K +204 New
JWA
139
JFS Wealth Advisors
Pennsylvania
$3.32K -$1.5K -86 -32%
JWM
140
JPL Wealth Management
Colorado
$3.03K +$2.97K +170 New
SWM
141
SHP Wealth Management
Massachusetts
$3.01K +$2.95K +169 New
FC
142
Financial Consulate
Maryland
$2.87K +$2.24K +128 +388%
AAP
143
Arax Advisory Partners
Colorado
$2.53K -$13K -745 -84%
Bessemer Group
144
Bessemer Group
New Jersey
$2K +$1.94K +111 New
GSEP
145
Golden State Equity Partners
California
$1.87K +$1.83K +105 New
VCM
146
Versant Capital Management
Arizona
$1.5K +$1.47K +84 New
PWA
147
Physician Wealth Advisors
Utah
$1.37K +$594 +34 +79%
PFBT
148
Parkside Financial Bank & Trust
Missouri
$1.27K +$1.24K +71 New
SA
149
Scarborough Advisors
Maryland
$1.07K
RF
150
Rossby Financial
Florida
$662 +$611 +35 +3,500%