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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
401
True Wealth Design
Ohio
$20.9K +$22.8K +3,014 New
PMFA
402
Plante Moran Financial Advisors
Michigan
$20.6K -$303 -40 -1%
TPWA
403
Twin Peaks Wealth Advisors
California
$19.9K +$21.7K +2,866 New
WA
404
Whipplewood Advisors
Colorado
$18.6K -$34.1K -4,500 -63%
FP
405
Financial Perspectives
Minnesota
$17.3K
LFG
406
Larson Financial Group
Missouri
$15.4K -$628 -83 -4%
VCM
407
Versant Capital Management
Arizona
$14.3K -$605 -80 -4%
AssetMark Inc
408
AssetMark Inc
California
$14.1K +$219 +29 +1%
S
409
Sachetta
Massachusetts
$13.9K
RFP
410
Root Financial Partners
California
$13.7K +$893 +118 +6%
SIS
411
Sound Income Strategies
Florida
$13.5K -$75.7K -10,000 -84%
HIA
412
Harbor Investment Advisory
Maryland
$12.6K
GAM
413
Generali Asset Management
Italy
$12K
AIM
414
Axiom Investment Management
New York
$11.8K +$12.9K +1,700 New
RIL
415
Rothschild Investment LLC
Illinois
$11.8K +$106 +14 +0.8%
RS
416
Rakuten Securities
Japan
$10.9K -$53.2K -7,027 -82%
National Bank of Canada
417
National Bank of Canada
Quebec, Canada
$10.3K -$1.23K -162 -10%
BW
418
Basepoint Wealth
Iowa
$10.3K
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$8.43K -$83 -11 -0.9%
ASCM
420
Adkins Seale Capital Management
Louisiana
$8.04K
BFS
421
Bare Financial Services
Pennsylvania
$7.96K +$2.35K +311 +37%
PWMG
422
Private Wealth Management Group
New Jersey
$7.84K -$1.3K -172 -13%
PFBT
423
Parkside Financial Bank & Trust
Missouri
$7.55K -$553 -73 -6%
LFA
424
Longview Financial Advisors
Alabama
$7.3K +$7.95K +1,050 New
NSIM
425
North Star Investment Management
Illinois
$7.28K