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Name Holding Trade Value Shares
Change
Change in
Stake
PFG
901
Piershale Financial Group
Illinois
$47.7K +$44.6K +726 New
KFI
902
Key Financial Inc
Pennsylvania
$47.6K
RG
903
Retirement Group
California
$46K +$24.6K +400 +133%
OC
904
Oakworth Capital
Alabama
$45.4K
SWM
905
Spire Wealth Management
Virginia
$43K +$2.77K +45 +7%
CM
906
Caption Management
Oklahoma
$42.4K +$39.6K +645 New
LWP
907
Lumature Wealth Partners
Georgia
$42K
CSC
908
Caldwell Sutter Capital
California
$42K +$39.3K +640 New
BAM
909
Bellevue Asset Management
Washington
$41.5K +$246 +4 +0.6%
FMP
910
Financial Management Professionals
Texas
$40K +$1.48K +24 +4%
C
911
Covestor
United Kingdom
$40K +$2.27K +37 +7%
JWA
912
JFS Wealth Advisors
Pennsylvania
$39.7K -$430 -7 -1%
HWA
913
Heritage Wealth Advisors
Virginia
$39.4K
CWA
914
Clearview Wealth Advisors
Oregon
$39K +$3.56K +58 +11%
CSB
915
City State Bank
Iowa
$39K
RFG
916
RFP Financial Group
Georgia
$38.8K +$36.3K +590 New
VWM
917
Valley Wealth Managers
New Jersey
$38.6K
BC
918
Burleson & Co
California
$38K
Loomis, Sayles & Company
919
Loomis, Sayles & Company
Massachusetts
$37K +$6.76K +110 +24%
EWM
920
Evermay Wealth Management
Virginia
$36.8K
LS
921
Livforsakringsbolaget Skandia
Sweden
$35.7K
MTIC
922
Missouri Trust & Investment Company
Missouri
$34K
TIM
923
Tortoise Investment Management
New York
$33.6K +$430 +7 +1%
BONH
924
Bank of New Hampshire
New Hampshire
$33K
AA
925
Ancora Advisors
Ohio
$33K +$553 +9 +2%