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Name Holding Trade Value Shares
Change
Change in
Stake
EP
926
Essential Partners
California
$183K +$184K +623 New
AF
927
Advisornet Financial
Minnesota
$182K +$296 +1 +0.2%
CF
928
Centaurus Financial
California
$177K – – –
SAM
929
Smartleaf Asset Management
Massachusetts
$164K -$73.1K -247 -30%
TSMHT
930
Thurston Springer Miller Herd & Titak
Indiana
$162K +$16K +54 +11%
PMFA
931
Plante Moran Financial Advisors
Michigan
$159K – – –
CSP
932
Cary Street Partners
Virginia
$157K -$91.5K -309 -37%
CA
933
CoreCap Advisors
Michigan
$156K -$6.22K -21 -4%
GBT
934
Grove Bank & Trust
Florida
$156K – – –
PB
935
Pinnacle Bancorp
Nebraska
$155K +$8.88K +30 +6%
GXJ
936
Global X Japan
Japan
$151K +$29K +98 +24%
TTIC
937
Tower Trust & Investment Company
Iowa
$148K – – –
CH
938
Cromwell Holdings
Wyoming
$143K – – –
CA
939
Clearstead Advisors
Ohio
$142K +$64.5K +218 +82%
NS
940
NBC Securities
Alabama
$140K +$8.29K +28 +6%
MSE
941
MUFG Securities EMEA
United Kingdom
$136K +$137K +464 New
SIS
942
Sound Income Strategies
Florida
$135K -$96.2K -325 -41%
HPC
943
HM Payson & Co
Maine
$134K – – –
CCA
944
Catalyst Capital Advisors
New York
$133K -$21.9K -74 -14%
SIM
945
Sentry Investment Management
Wisconsin
$132K – – –
HCA
946
Harbor Capital Advisors
Illinois
$129K +$55.7K +188 +75%
AAS
947
Ameritas Advisory Services
Nebraska
$126K +$127K +430 New
C
948
Covestor
United Kingdom
$126K -$3.85K -13 -3%
PWA
949
Physician Wealth Advisors
Utah
$125K +$1.78K +6 +1%
AA
950
Ancora Advisors
Ohio
$124K +$3.26K +11 +3%