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RB Global
RBA

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
451
Kerr Financial Planning
California
$15.4K – – –
CIM
452
Contravisory Investment Management
Massachusetts
$15.3K -$7.63K -72 -31%
LI
453
LRI Investments
Florida
$15K +$10.7K +101 +180%
RF
454
Rossby Financial
Florida
$14.5K +$12.4K +117 +355%
CPG
455
Cornerstone Planning Group
New Jersey
$14.4K +$636 +6 +5%
MFP
456
Meramec Financial Planners
Missouri
$13.7K – – –
BFP
457
Birchwood Financial Partners
Minnesota
$13.3K -$212 -2 -1%
CTC
458
Central Trust Company
Missouri
$11.2K – – –
KFAS
459
Keating Financial Advisory Services
Kansas
$10.9K +$2.01K +19 +20%
PWAM
460
Private Wealth Asset Management
Iowa
$10.7K -$212 -2 -2%
VWA
461
Valued Wealth Advisors
Utah
$10.4K – – –
FG
462
Fairman Group
Pennsylvania
$9.87K – – –
GK
463
Graney & King
New York
$9.59K – – –
HWA
464
HHM Wealth Advisors
Tennessee
$9.59K – – –
BFS
465
Bare Financial Services
Pennsylvania
$9.49K +$3.18K +30 +43%
TCM
466
Triumph Capital Management
Colorado
$9.39K +$9.12K +86 +717%
JWA
467
JFS Wealth Advisors
Pennsylvania
$9.2K – – –
OCWP
468
Owl Creek Wealth Partners
Colorado
$9.11K +$10.1K +95 New
HI
469
Harbour Investments
Wisconsin
$8.91K +$424 +4 +4%
MAM
470
Meeder Asset Management
Ohio
$8.63K -$2.23K -21 -19%
GBT
471
Grove Bank & Trust
Florida
$8.53K – – –
SL
472
Salomon & Ludwin
Virginia
$7.87K -$5.41K -51 -39%
TPWA
473
Twin Peaks Wealth Advisors
California
$7.86K +$8.69K +82 New
ACM
474
Accent Capital Management
Ohio
$7.76K -$32.9K -310 -79%
PTC
475
Private Trust Company
Ohio
$7.67K – – –
17 18
19
20 21