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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
551
Valley National Advisers
Pennsylvania
$46K +$38.9K +400 +800%
CAL
552
Capital Analysts LLC
Pennsylvania
$46K +$43.7K +450 New
CWM
553
CarsonAllaria Wealth Management
Illinois
$45K +$42K +432 New
WWM
554
Wolff Wiese Magana
California
$44K +$5.63K +58 +16%
TFS
555
TrustCore Financial Services
Tennessee
$43K +$19.4K +200 +91%
LC
556
Lindbrook Capital
California
$42K
FFWM
557
Future Financial Wealth Management
Ohio
$42K +$41.3K +425 New
HPC
558
HM Payson & Co
Maine
$40K +$37.2K +383 New
HIIFS
559
Harel Insurance Investments & Financial Services
Israel
$38K +$1.36K +14 +4%
FCA
560
FinTrust Capital Advisors
South Carolina
$35K -$15.5K -160 -32%
CFB
561
Cullen/Frost Bankers
Texas
$35K
PFBT
562
Parkside Financial Bank & Trust
Missouri
$35K +$31.1K +320 +1,882%
GCS
563
Gordian Capital (Singapore)
Singapore
$34K +$31.3K +322 New
CA
564
Cornerstone Advisory
Maryland
$34K +$31.6K +325 New
TCWM
565
Total Clarity Wealth Management
Illinois
$33K -$25.7K -265 -46%
NSIM
566
North Star Investment Management
Illinois
$33K +$31.1K +320 New
CSB
567
City State Bank
Iowa
$31K +$29.1K +300 New
MSFP
568
Mark Sheptoff Financial Planning
Connecticut
$31K +$29.1K +300 New
RE
569
RBC Europe
United Kingdom
$30K -$114K -1,172 -80%
TFGT
570
TS Financial Group (TSFG)
Illinois
$30K -$54.5K -561 -66%
BFC
571
Bedel Financial Consulting
Indiana
$30K +$1.46K +15 +5%
IAG
572
Investmark Advisory Group
Connecticut
$30K +$29.1K +300 New
BDWM
573
Brewin Dolphin Wealth Management
Ireland
$29K
AIM
574
Anchor Investment Management
South Carolina
$28.3K +$14K +144 +111%
BWM
575
Baystate Wealth Management
Massachusetts
$28K +$17K +175 +175%