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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
651
Concourse Financial Group Securities
Alabama
$5.19K – – –
SC
652
Schubert & Co
Texas
$5.14K -$1.79K -31 -25%
RTL
653
Red Tortoise LLC
Georgia
$5.08K – – –
SSB
654
Sandy Spring Bank
Maryland
$5.08K – – –
AAMU
655
AEGON Asset Management (UK)
United Kingdom
$5K – – –
VNA
656
Valley National Advisers
Pennsylvania
$5K – – –
BAAM
657
Baker Avenue Asset Management
California
$4.76K -$3.64K -63 -42%
SWA
658
Sutton Wealth Advisors
Florida
$3.83K -$1.97K -34 -33%
HCP
659
Hexagon Capital Partners
Arkansas
$3.83K +$4.04K +70 New
WPWM
660
Western Pacific Wealth Management
Illinois
$3.77K – – –
TCA
661
Trifecta Capital Advisors
Illinois
$3.61K – – –
AWM
662
Abound Wealth Management
Tennessee
$3.61K +$2.08K +36 +120%
CFD
663
Creative Financial Designs
Indiana
$3.12K +$3.29K +57 New
BWM
664
BerganKDV Wealth Management
Minnesota
$2.98K – – –
BWA
665
BDO Wealth Advisors
Florida
$2.46K – – –
RWM
666
Raffa Wealth Management
District of Columbia
$2.46K – – –
CTB
667
Country Trust Bank
Illinois
$2.3K – – –
JFA
668
JNBA Financial Advisors
Minnesota
$2.24K +$2.37K +41 New
AssetMark Inc
669
AssetMark Inc
California
$2.02K +$2.14K +37 New
CMP
670
Coston McIsaac & Partners
Maine
$2K – – –
TFGT
671
TS Financial Group (TSFG)
Illinois
$2K – – –
SIA
672
SkyView Investment Advisors
New Jersey
$2K +$1.73K +30 New
DI
673
Disciplined Investments
Oklahoma
$1.97K -$578 -10 -22%
GWM
674
Geneos Wealth Management
Colorado
$1.97K – – –
ETC
675
Exchange Traded Concepts
Oklahoma
$1.75K +$289 +5 +19%