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Name Holding Trade Value Shares
Change
Change in
Stake
IA
626
IFP Advisors
Florida
$61.3K +$31.8K +5 +125%
FGC
627
Financial Gravity Companies
Texas
$61.3K +$57.2K +9 New
PP
628
PFS Partners
New Jersey
$61.3K +$57.2K +9 New
ECM
629
Estabrook Capital Management
New York
$54.5K – – –
HNB
630
Huntington National Bank
Ohio
$54.5K +$31.8K +5 +167%
OL
631
OneFund LLC
Florida
$47.7K -$6.35K -1 -13%
CH
632
Cromwell Holdings
Wyoming
$47.7K – – –
AF
633
Advisornet Financial
Minnesota
$40.9K -$6.35K -1 -14%
BIM
634
Bullseye Investment Management
Ohio
$40.9K – – –
SWM
635
SHP Wealth Management
Massachusetts
$40.9K +$6.35K +1 +20%
GRP
636
Global Retirement Partners
California
$40.9K +$38.1K +6 New
OC
637
Oakworth Capital
Alabama
$34.1K – – –
SFG
638
Strive Financial Group
Indiana
$34.1K – – –
FFO
639
Fortitude Family Office
Arizona
$34.1K +$6.35K +1 +25%
EWM
640
Evermay Wealth Management
Virginia
$34.1K +$31.8K +5 New
IFWM
641
Institute for Wealth Management
Colorado
$34.1K +$31.8K +5 New
TCOV
642
Trust Company of Vermont
Vermont
$34.1K +$31.8K +5 New
C
643
Covestor
United Kingdom
$34K -$6.35K -1 -17%
LS
644
Livforsakringsbolaget Skandia
Sweden
$34K -$3.3M -520 -99%
ST
645
Smithfield Trust
Pennsylvania
$28K – – –
KFI
646
Key Financial Inc
Pennsylvania
$27.3K – – –
TFA
647
Toth Financial Advisory
Virginia
$27.3K – – –
TFIPS
648
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.3K – – –
CT
649
Clearstead Trust
Maine
$27.3K +$25.4K +4 New
PWA
650
Physician Wealth Advisors
Utah
$20.4K +$6.35K +1 +50%