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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
476
Mark Sheptoff Financial Planning
Connecticut
$16K
SWM
477
Selective Wealth Management
Virginia
$16K +$2.42K +25 +15%
CFO
478
CVA Family Office
Colorado
$16K +$17.8K +184 +1,533%
MCC
479
Money Concepts Capital
Florida
$15K -$199K -2,055 -92%
HFM
480
Hartford Financial Management
Connecticut
$14K
RA
481
Rise Advisors
New York
$14K +$3.88K +40 +31%
SCA
482
Stonebridge Capital Advisors
Minnesota
$14K +$16.5K +170 New
PTC
483
Private Trust Company
Ohio
$14K +$17K +175 New
BONH
484
Bank of New Hampshire
New Hampshire
$13K -$15.5K -160 -50%
HFS
485
Hantz Financial Services
Michigan
$13K -$97 -1 -0.6%
TIM
486
Tortoise Investment Management
New York
$13K
PFBT
487
Parkside Financial Bank & Trust
Missouri
$13K +$3.97K +41 +35%
JMF
488
Johnson Midwest Financial
Iowa
$12K
KFI
489
Key Financial Inc
Pennsylvania
$12K
TFGT
490
TS Financial Group (TSFG)
Illinois
$12K +$5.04K +52 +52%
LC
491
Lindbrook Capital
California
$11K -$8.62K -89 -41%
Credit Agricole
492
Credit Agricole
France
$11K
Bank Julius Baer & Co
493
Bank Julius Baer & Co
Switzerland
$11K +$97 +1 +0.8%
PCFFS
494
Pacific Center for Financial Services
California
$11K +$2.91K +30 +30%
MAM
495
Meeder Asset Management
Ohio
$11K +$6.98K +72 +113%
HPC
496
HM Payson & Co
Maine
$10K -$4.84K -50 -30%
AA
497
Ancora Advisors
Ohio
$10K -$1.26K -13 -10%
CT
498
Cambridge Trust
Massachusetts
$10K
QC
499
Quent Capital
New York
$10K +$3.2K +33 +36%
BWM
500
BerganKDV Wealth Management
Minnesota
$9K -$97 -1 -0.9%