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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Abound Wealth Management
Tennessee
$91.4K +$2.1K +132 +3%
TWC
502
TD Waterhouse Canada
Ontario, Canada
$90.7K -$13.9K -878 -16%
SA
503
Seneschal Advisors
Washington
$87.1K
LIM
504
Lagoda Investment Management
New York
$86.7K
PCM
505
Penserra Capital Management
California
$85K +$2.79K +176 +4%
AF
506
Advisornet Financial
Minnesota
$84.2K +$3.94K +248 +6%
SAG
507
SageView Advisory Group
California
$82K +$66K +4,159 New
CB
508
CNB Bank
Pennsylvania
$78.8K
FIA
509
FNY Investment Advisers
New York
$75K +$60.6K +3,815 New
IA
510
IFP Advisors
Florida
$72.2K -$43.8K -2,762 -43%
HNB
511
Huntington National Bank
Ohio
$71.9K +$7.05K +444 +14%
RFP
512
Root Financial Partners
California
$71.9K +$8.94K +563 +18%
NRWA
513
North Ridge Wealth Advisors
Oregon
$71.8K
SEP
514
Signature Equity Partners
Ohio
$69.3K +$55.8K +3,514 New
FHA
515
Flagship Harbor Advisors
Massachusetts
$68.2K +$55K +3,462 New
FMP
516
Financial Management Professionals
Texas
$66K
FFO
517
Fortitude Family Office
Arizona
$64.7K +$19.4K +1,225 +59%
LGWM
518
Litman Gregory Wealth Management
California
$64.1K +$51.6K +3,250 New
OAM
519
Ostrum Asset Management
France
$64K -$17.1K -1,077 -25%
HFS
520
Hantz Financial Services
Michigan
$63K -$48 -3 -0.1%
EC
521
Elequin Capital
New York
$62.8K +$50.6K +3,187 New
CLOS
522
Compagnie Lombard Odier SCmA
Switzerland
$61.3K
PGAM
523
Princeton Global Asset Management
New Jersey
$59.1K
PP
524
PFS Partners
New Jersey
$58.8K
SC
525
SouthState Corp
Florida
$58.4K