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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
351
Capital Advisors Ltd
Ohio
$23K – – –
EWP
352
Elevation Wealth Partners
California
$21.8K +$11.4K +113 +135%
PFBT
353
Parkside Financial Bank & Trust
Missouri
$20K +$2.23K +22 +14%
Toronto Dominion Bank
354
Toronto Dominion Bank
Ontario, Canada
$18.5K +$17K +168 New
ICM
355
Islay Capital Management
Texas
$16.6K -$771K -7,621 -98%
GWM
356
Geneos Wealth Management
Colorado
$15.9K – – –
N
357
Natixis
France
$15.6K +$14.3K +141 New
EP
358
Essential Partners
California
$14.6K -$7.59K -75 -36%
CPG
359
Cornerstone Planning Group
New Jersey
$13.3K -$101 -1 -0.9%
SIC
360
SJS Investment Consulting
Ohio
$12.3K +$5.06K +50 +82%
TWC
361
TD Waterhouse Canada
Ontario, Canada
$11.5K – – –
GF
362
GGM Financials
Ohio
$10.8K – – –
IA
363
IFP Advisors
Florida
$10.3K -$28.5K -282 -75%
CT
364
Clearstead Trust
Maine
$9.5K +$3.14K +31 +56%
MWA
365
Medallion Wealth Advisors
Connecticut
$9.49K – – –
AssetMark Inc
366
AssetMark Inc
California
$9.28K +$5.56K +55 +190%
BWA
367
Basecamp Wealth Advisors
Washington
$9.05K – – –
SAM
368
Smartleaf Asset Management
Massachusetts
$8.59K – – –
EB
369
Eastern Bank
Massachusetts
$8.17K – – –
JWM
370
JPL Wealth Management
Colorado
$7.62K +$3.54K +35 +103%
NS
371
NBC Securities
Alabama
$6.96K – – –
KFAS
372
Keating Financial Advisory Services
Kansas
$6.63K +$101 +1 +2%
Mitsubishi UFJ Asset Management
373
Mitsubishi UFJ Asset Management
Japan
$6.4K – – –
IA
374
IFG Advisory
Georgia
$6.18K +$5.67K +56 New
BFS
375
Bare Financial Services
Pennsylvania
$5.63K +$809 +8 +19%