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MarketAxess Holdings
MKTX

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
526
International Assets Investment Management
Florida
$41K +$38.7K +71 New
RPWA
527
Regent Peak Wealth Advisors
Georgia
$41K +$38.7K +71 New
FPS
528
Fieldpoint Private Securities
Connecticut
$40K +$38.1K +70 New
LWM
529
Liberty Wealth Management
California
$39K -$1.09K -2 -3%
GA
530
GoalVest Advisory
New York
$38K +$36.5K +67 New
FHC
531
First Horizon Corporation
Tennessee
$36K – – –
SWM
532
Sugarloaf Wealth Management
Georgia
$35K – – –
ST
533
Smithfield Trust
Pennsylvania
$34K +$2.18K +4 +7%
GAM
534
Gemmer Asset Management
California
$31K – – –
RBC
535
Roble Belko & Company
Pennsylvania
$31K – – –
VRM
536
Vectors Research Management
New York
$30K – – –
CIA
537
CSat Investment Advisory
Michigan
$29K -$64.3K -118 -70%
CA
538
Clearstead Advisors
Ohio
$29K -$7.08K -13 -21%
WTC
539
WhitTier Trust Company
Nevada
$29K – – –
FF
540
FourThought Financial
Florida
$29K +$27.8K +51 New
CI
541
CX Institutional
Indiana
$26K +$8.17K +15 +48%
VCG
542
Vantage Consulting Group
Virginia
$23K +$21.8K +40 New
ICP
543
Interchange Capital Partners
Pennsylvania
$23K +$22.3K +41 New
MIFH
544
Migdal Insurance & Financial Holdings
Israel
$22K -$3.79M -6,964 -99%
CFFP
545
Center for Financial Planning
Michigan
$21K – – –
CFN
546
Cordasco Financial Network
Florida
$19K – – –
CT
547
Caldwell Trust
Florida
$17.7K – – –
CMBA
548
C.M. Bidwell & Associates
Hawaii
$17K – – –
TFA
549
Toth Financial Advisory
Virginia
$17K – – –
EWA
550
Evolution Wealth Advisors
Florida
$15K – – –
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