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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
401
Farther Finance Advisors
California
$42.7K +$17.1K +122 +79%
GWM
402
Geneos Wealth Management
Colorado
$39.5K -$66.1K -472 -65%
CNBTD
403
Citizens National Bank Trust Department
Mississippi
$38.6K
FMB
404
Field & Main Bank
Kentucky
$38.6K
AUB
405
Atlantic Union Bankshares
Virginia
$38.6K +$35K +250 New
AssetMark Inc
406
AssetMark Inc
California
$33.7K -$4.62K -33 -13%
TIM
407
Tortoise Investment Management
New York
$31.4K +$280 +2 +1%
APW
408
Aventura Private Wealth
Florida
$31.4K -$5.46K -39 -16%
PFBT
409
Parkside Financial Bank & Trust
Missouri
$31.2K +$19.9K +142 +237%
WT
410
Whittier Trust
California
$30.3K +$27.4K +196 New
RA
411
Rise Advisors
New York
$30.1K +$1.26K +9 +5%
BC
412
Bayforest Capital
United Kingdom
$30K -$77.8K -556 -74%
Jones Financial Companies
413
Jones Financial Companies
Missouri
$29.7K +$11.1K +79 +71%
CA
414
Clearstead Advisors
Ohio
$29.7K +$4.34K +31 +19%
TFGT
415
TS Financial Group (TSFG)
Illinois
$29K +$840 +6 +3%
1IA
416
1620 Investment Advisors
Massachusetts
$28.7K -$54.5K -389 -68%
CIAS
417
CBIZ Investment Advisory Services
Ohio
$26.9K +$4.76K +34 +24%
LFG
418
Larson Financial Group
Missouri
$24.7K +$11.8K +84 +111%
PTC
419
Private Trust Company
Ohio
$23.9K
NC
420
North Capital
Utah
$23.8K
BBHC
421
Brown Brothers Harriman & Co
New York
$23.6K
BA
422
Bellwether Advisors
Nebraska
$22.9K +$20.7K +148 New
QWM
423
Quaker Wealth Management
New Jersey
$21.9K +$19.9K +142 New
TC
424
Truvestments Capital
Florida
$21.3K -$3.78K -27 -16%
Optiver Holding
425
Optiver Holding
Netherlands
$21.2K +$6.16K +44 +47%