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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1001
Hughes Financial Services
Virginia
$166K +$824 +9 +0.5%
AF
1002
Alerus Financial
North Dakota
$165K +$156K +1,701 New
TF
1003
Tompkins Financial
New York
$160K
FDCP
1004
Foster Dykema Cabot & Partners
Massachusetts
$160K
PP
1005
Pacifica Partners
Canada
$155K
PFBT
1006
Parkside Financial Bank & Trust
Missouri
$151K -$4.58K -50 -3%
KB
1007
Kimelman & Baird
New York
$146K
SA
1008
SRH Advisors
Kansas
$145K -$9.43K -103 -6%
Federated Hermes
1009
Federated Hermes
Pennsylvania
$145K +$11.1K +121 +9%
TWIM
1010
TIAA Wealth Investment Management
New York
$145K +$136K +1,491 New
NSIM
1011
North Star Investment Management
Illinois
$144K +$3.75K +41 +3%
GPI
1012
General Partner Inc
Pennsylvania
$141K
T
1013
Tidemark
California
$139K +$732 +8 +0.6%
CSP
1014
Cary Street Partners
Virginia
$139K -$354K -3,869 -73%
TSMHT
1015
Thurston Springer Miller Herd & Titak
Indiana
$137K -$95.7K -1,046 -43%
Twin Tree Management
1016
Twin Tree Management
Texas
$136K +$128K +1,403 New
JFG
1017
JDM Financial Group
Texas
$136K
CAC
1018
Core Alternative Capital
Georgia
$136K
KFAS
1019
Keating Financial Advisory Services
Kansas
$133K +$7.87K +86 +7%
RBC
1020
Roble Belko & Company
Pennsylvania
$128K
HWA
1021
Heritage Wealth Advisors
Virginia
$128K -$53.8K -588 -31%
POIA
1022
Pin Oak Investment Advisors
Texas
$125K
RF
1023
Rossby Financial
Florida
$125K +$8.33K +91 +8%
VCM
1024
Versant Capital Management
Arizona
$124K +$33.2K +363 +40%
CAL
1025
Capital Analysts LLC
Pennsylvania
$120K +$366 +4 +0.3%