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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1101
Concord Wealth Partners
Virginia
$4.95K – – –
TFM
1102
TFC Financial Management
Massachusetts
$4.95K – – –
DF
1103
Dunhill Financial
United Kingdom
$4.69K – – –
GWSA
1104
Global Wealth Strategies & Associates
Colorado
$4.61K – – –
WPA
1105
Wealth Preservation Advisors
Tennessee
$4.59K -$81 -1 -2%
MDA
1106
Minot DeBlois Advisors
Massachusetts
$4.5K – – –
Kayne Anderson Rudnick Investment Management
1107
Kayne Anderson Rudnick Investment Management
California
$4.41K – – –
LWMI
1108
Legacy Wealth Management (Idaho)
Idaho
$4.23K – – –
HWM
1109
HighMark Wealth Management
Minnesota
$4.23K -$3.81K -47 -50%
HHGA
1110
Halbert Hargrove Global Advisors
California
$4.05K +$3.64K +45 New
Penserra Capital Management
1111
Penserra Capital Management
California
$4K – – –
CCM
1112
Cloud Capital Management
Washington
$4K +$4.13K +51 New
TCB
1113
Texas Capital Bancshares
Texas
$3.87K +$3.48K +43 New
TWD
1114
True Wealth Design
Ohio
$3.78K – – –
TCA
1115
Trifecta Capital Advisors
Illinois
$3.78K – – –
WW
1116
Winnow Wealth
Texas
$3.42K +$3.08K +38 New
CWM
1117
Crowley Wealth Management
Delaware
$3.24K – – –
TIAAOA
1118
Teachers Insurance & Annuity Association of America
New York
$3.24K +$2.92K +36 New
BHWM
1119
Bay Harbor Wealth Management
Maryland
$3.06K +$567 +7 +26%
TC
1120
Truvestments Capital
Florida
$2.93K +$81 +1 +3%
CWP
1121
Clark Wealth Partners
Illinois
$2.91K – – –
JFGIW
1122
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.88K +$2.59K +32 New
TIM
1123
Tortoise Investment Management
New York
$2.61K +$486 +6 +26%
WestEnd Advisors
1124
WestEnd Advisors
North Carolina
$2.61K +$2.35K +29 New
SWP
1125
Strategic Wealth Partners
Ohio
$2.52K – – –