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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
CarsonAllaria Wealth Management
Illinois
$17K +$11.8K +122 +153%
MMG
477
Monetary Management Group
Missouri
$16K -$521K -5,375 -96%
MSFP
478
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
SWM
479
Selective Wealth Management
Virginia
$16K +$2.42K +25 +15%
CFO
480
CVA Family Office
Colorado
$16K +$17.8K +184 +1,533%
MCC
481
Money Concepts Capital
Florida
$15K -$199K -2,055 -92%
HFM
482
Hartford Financial Management
Connecticut
$14K – – –
RA
483
Rise Advisors
New York
$14K +$3.88K +40 +31%
SCA
484
Stonebridge Capital Advisors
Minnesota
$14K +$16.5K +170 New
PTC
485
Private Trust Company
Ohio
$14K +$17K +175 New
BONH
486
Bank of New Hampshire
New Hampshire
$13K -$15.5K -160 -50%
HFS
487
Hantz Financial Services
Michigan
$13K -$97 -1 -0.6%
TIM
488
Tortoise Investment Management
New York
$13K – – –
PFBT
489
Parkside Financial Bank & Trust
Missouri
$13K +$3.97K +41 +35%
JMF
490
Johnson Midwest Financial
Iowa
$12K – – –
KFI
491
Key Financial Inc
Pennsylvania
$12K – – –
TFGT
492
TS Financial Group (TSFG)
Illinois
$12K +$5.04K +52 +52%
LC
493
Lindbrook Capital
California
$11K -$8.62K -89 -41%
Credit Agricole
494
Credit Agricole
France
$11K – – –
Bank Julius Baer & Co
495
Bank Julius Baer & Co
Switzerland
$11K +$97 +1 +0.8%
PCFFS
496
Pacific Center for Financial Services
California
$11K +$2.91K +30 +30%
MAM
497
Meeder Asset Management
Ohio
$11K +$6.98K +72 +113%
HPC
498
HM Payson & Co
Maine
$10K -$4.84K -50 -30%
AA
499
Ancora Advisors
Ohio
$10K -$1.26K -13 -10%
CT
500
Cambridge Trust
Massachusetts
$10K – – –