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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
851
Legacy Financial Advisors
Kentucky
$15K +$12.3K +190 +864%
PGWM
852
Parisi Gray Wealth Management
New Jersey
$14K – – –
QAM
853
QCI Asset Management
New York
$14K – – –
SA
854
SRH Advisors
Kansas
$14K – – –
LYV
855
Live Your Vision
Pennsylvania
$13K – – –
SFG
856
SevenBridge Financial Group
Pennsylvania
$13K – – –
NC
857
NewSquare Capital
Pennsylvania
$12K +$324 +5 +3%
FPFS
858
First Personal Financial Services
North Carolina
$12K +$10.9K +169 New
CIA
859
CSat Investment Advisory
Michigan
$11K -$453 -7 -4%
GCM
860
Gables Capital Management
Florida
$11K – – –
GWS
861
Glassman Wealth Services
Virginia
$10K +$6.93K +107 +282%
DWM
862
Destination Wealth Management
California
$10K +$9.71K +150 New
CAL
863
Capital Advisors Ltd
Ohio
$9K – – –
SHIM
864
Stone House Investment Management
Pennsylvania
$9K +$8.42K +130 New
SC
865
SouthState Corp
Florida
$9K +$8.74K +135 New
AIA
866
Alera Investment Advisors
Illinois
$8K -$3.24K -50 -31%
FMP
867
Financial Management Professionals
Texas
$8K – – –
AA
868
Advisory Alpha
Michigan
$7.07K +$6.93K +107 New
FCA
869
FinTrust Capital Advisors
South Carolina
$7K -$39.8K -615 -86%
TAIM
870
TD Ameritrade Investment Management
Nebraska
$7K -$19.5K -301 -74%
MCM
871
MV Capital Management
Maryland
$7K – – –
SIM
872
Sonora Investment Management
Arizona
$7K – – –
Canada Pension Plan Investment Board
873
Canada Pension Plan Investment Board
Ontario, Canada
$7K +$5.83K +90 +900%
CFG
874
Citizens Financial Group
Rhode Island
$7K +$6.22K +96 New
CI
875
CX Institutional
Indiana
$7K +$6.28K +97 New