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Name Holding Trade Value Shares
Change
Change in
Stake
LIS
526
Legacy Investment Solutions
Idaho
$3.04K +$2.68K +150 New
AssetMark Inc
527
AssetMark Inc
California
$2.82K +$1.9K +106 +321%
TFM
528
TFC Financial Management
Massachusetts
$2.68K +$1K +56 +74%
M
529
MOTCO
Texas
$2.58K – – –
WCM
530
WealthTrak Capital Management
Virginia
$2.54K – – –
MYIA
531
Mount Yale Investment Advisors
Colorado
$2.47K +$2.18K +122 New
TWD
532
True Wealth Design
Ohio
$2.45K +$2K +112 +1,244%
AUB
533
Atlantic Union Bankshares
Virginia
$2.35K +$2.08K +116 New
CFB
534
Cullen/Frost Bankers
Texas
$2.29K -$644 -36 -24%
RTL
535
Red Tortoise LLC
Georgia
$2.25K – – –
TCOV
536
Trust Company of Vermont
Vermont
$2.25K – – –
DFA
537
DHJJ Financial Advisors
Illinois
$2.21K +$1.79K +100 +1,111%
S
538
Sachetta
Massachusetts
$2.17K – – –
ACM
539
Anfield Capital Management
California
$2.15K – – –
SC
540
Sawyer & Company
Massachusetts
$2.11K – – –
NFSG
541
Newbridge Financial Services Group
Florida
$2.03K -$268 -15 -13%
AWM
542
AllSquare Wealth Management
New York
$2.03K – – –
AIC
543
Archer Investment Corporation
Indiana
$2.03K – – –
AAG
544
Armstrong Advisory Group
Massachusetts
$2.03K – – –
ADL
545
Asset Dedication LLC
California
$2.03K – – –
API
546
Asset Planning Inc
California
$2.03K – – –
AEPWM
547
Atlantic Edge Private Wealth Management
Florida
$2.03K – – –
BHWM
548
Beaird Harris Wealth Management
Texas
$2.03K – – –
BFS
549
Burkett Financial Services
South Carolina
$2.03K – – –
CFFP
550
Center for Financial Planning
Michigan
$2.03K – – –