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Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
626
TS Financial Group (TSFG)
Illinois
$76K
WB
627
Webster Bank
Connecticut
$75.6K
TCA
628
Trifecta Capital Advisors
Illinois
$71.3K
MSE
629
MUFG Securities EMEA
United Kingdom
$69.9K +$63.6K +462 New
CH
630
Cromwell Holdings
Wyoming
$69.4K +$2.75K +20 +5%
AF
631
Allworth Financial
California
$67.8K +$20.2K +147 +49%
HWM
632
Hemington Wealth Management
Virginia
$62K +$4.96K +36 +9%
TPCW
633
TD Private Client Wealth
New York
$61.9K +$56.3K +409 New
IBOK
634
Independence Bank of Kentucky
Kentucky
$61.3K +$7.57K +55 +16%
SIM
635
Sentry Investment Management
Wisconsin
$59K
MMCM
636
Murphy & Mullick Capital Management
New York
$59K
SAM
637
Smartleaf Asset Management
Massachusetts
$58.2K -$8.95K -65 -14%
GKIM
638
GW&K Investment Management
Massachusetts
$58K +$8.12K +59 +18%
GRP
639
Global Retirement Partners
California
$57.9K +$52.7K +383 New
OL
640
OneFund LLC
Florida
$56K +$51.1K +371 New
GM
641
GeoWealth Management
Illinois
$55.5K -$4.41K -32 -8%
PTC
642
Private Trust Company
Ohio
$50.8K -$9.36K -68 -17%
GSWM
643
Golden State Wealth Management
California
$48.6K
SWA
644
SOA Wealth Advisors
New York
$48.4K -$75.2K -546 -14%
TFIPS
645
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48.4K
RWS
646
Retirement Wealth Solutions
Wisconsin
$47.8K -$3.17K -23 -7%
HI
647
Harbour Investments
Wisconsin
$47.7K -$22.3K -162 -34%
TIM
648
Tortoise Investment Management
New York
$44.3K +$826 +6 +2%
RA
649
Rise Advisors
New York
$41.9K +$1.51K +11 +4%
FHA
650
First Horizon Advisors
Tennessee
$41.7K -$136K -986 -78%