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TFS Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Smartleaf Asset Management
Massachusetts
$3.56K – – –
TCM
202
Triumph Capital Management
Colorado
$3.54K – – –
AssetMark Inc
203
AssetMark Inc
California
$2.39K +$1.68K +108 +400%
FFO
204
Fortitude Family Office
Arizona
$2.29K +$359 +23 +22%
JWA
205
JFS Wealth Advisors
Pennsylvania
$2.27K +$702 +45 +54%
IPS
206
Investors Portfolio Services
Washington
$1.97K – – –
RIL
207
Rothschild Investment LLC
Illinois
$1.86K +$1.22K +78 +289%
APFP
208
Action Point Financial Planning
Michigan
$1.86K +$1.64K +105 New
IA
209
IFP Advisors
Florida
$1.56K -$31 -2 -2%
KFAS
210
Keating Financial Advisory Services
Kansas
$1.45K +$16 +1 +1%
RWM
211
Raffa Wealth Management
District of Columbia
$1.15K – – –
CCMI
212
Creative Capital Management Investments
California
$1.15K +$1.01K +65 New
AW
213
Avion Wealth
Texas
$1K – – –
HFS
214
Hantz Financial Services
Michigan
$1K – – –
S
215
Sachetta
Massachusetts
$727 +$639 +41 New
BCWM
216
Bartlett & Co Wealth Management
Ohio
$709 – – –
Optiver Holding
217
Optiver Holding
Netherlands
$709 +$624 +40 New
CPG
218
Cornerstone Planning Group
New Jersey
$677 – – –
PWA
219
Physician Wealth Advisors
Utah
$674 – – –
SC
220
SouthState Corp
Florida
$532 – – –
RWM
221
Rialto Wealth Management
New York
$532 +$281 +18 +150%
WA
222
WPG Advisers
Maryland
$443 – – –
HIA
223
HFM Investment Advisors
New Jersey
$426 +$203 +13 +118%
BHWM
224
Bay Harbor Wealth Management
Maryland
$408 +$62 +4 +21%
DPW
225
DiNuzzo Private Wealth
Pennsylvania
$390 – – –