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Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
851
San Francisco Sentry Investment Group
California
$89K +$50.9K +1,083 +151%
VNA
852
Valley National Advisers
Pennsylvania
$77K
IUHSA
853
Itau Unibanco Holding S.A.
Brazil
$76K -$176K -3,745 -71%
RWA
854
Ropes Wealth Advisors
Massachusetts
$70K
AAM
855
Advisors Asset Management
Colorado
$68.5K +$13.4K +286 +26%
GCM
856
Gables Capital Management
Florida
$68K
BCA
857
Berman Capital Advisors
Georgia
$68K +$25.9K +550 +66%
MSFP
858
Mark Sheptoff Financial Planning
Connecticut
$65K
FHA
859
Flagship Harbor Advisors
Massachusetts
$62K +$2.91K +62 +5%
FNB
860
Farmers National Bank
Kentucky
$61K
BCI
861
Brinker Capital Investments
Pennsylvania
$59K
SC
862
Sawyer & Company
Massachusetts
$58K
AWM
863
AllSquare Wealth Management
New York
$57K
LC
864
Lindbrook Capital
California
$57K
RWA
865
Redhawk Wealth Advisors
Minnesota
$57K +$54.1K +1,150 New
NIM
866
NuWave Investment Management
New Jersey
$55K -$12.6K -267 -20%
RA
867
Rational Advisors
New York
$55K +$31.1K +662 +151%
IWA
868
IBEX Wealth Advisors
New Jersey
$54K +$51.7K +1,100 New
SC
869
SouthState Corp
Florida
$53K +$48.3K +1,027 +2,388%
WWM
870
Willingdon Wealth Management
North Carolina
$52K -$3.06K -65 -6%
CAW
871
Cornerstone Advisors (Washington)
Washington
$52K +$10.8K +229 +28%
CH
872
Canton Hathaway
Rhode Island
$50K
CFN
873
Cordasco Financial Network
Florida
$50K
DWA
874
Dougherty Wealth Advisers
Minnesota
$50K
HIIFS
875
Harel Insurance Investments & Financial Services
Israel
$50K