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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
501
Professional Financial Advisors
Nebraska
$64K – – –
SFG
502
Steward Financial Group
Texas
$64K +$328 +5 +0.5%
T
503
TOBAM
France
$64K +$71.6K +1,091 New
WT
504
Whittier Trust
California
$58K – – –
AF
505
Advisornet Financial
Minnesota
$45K -$24.4K -372 -32%
PCG
506
Private Capital Group
Connecticut
$42K +$3.81K +58 +9%
BWM
507
BerganKDV Wealth Management
Minnesota
$41K – – –
MIFH
508
Migdal Insurance & Financial Holdings
Israel
$39K +$3.94K +60 +10%
CCA
509
Column Capital Advisors
Indiana
$39K +$19K +289 +75%
OLVIG
510
Oliver Lagore Vanvalin Investment Group
Michigan
$38K +$43.2K +658 New
C
511
Covestor
United Kingdom
$33K +$22.7K +346 +152%
SSG
512
Summit Securities Group
New York
$31K +$27.8K +423 +411%
TCOV
513
Trust Company of Vermont
Vermont
$29K +$32.8K +500 New
HNB
514
Huntington National Bank
Ohio
$26K +$9.72K +148 +49%
LJHT
515
Laurie J. Hall Trustee
$24K – – –
PMFA
516
Plante Moran Financial Advisors
Michigan
$24K – – –
TPCW
517
TD Private Client Wealth
New York
$23.2K -$657 -10 -2%
BBHC
518
Brown Brothers Harriman & Co
New York
$23K -$91.8K -1,399 -78%
QC
519
Quent Capital
New York
$23K +$4.4K +67 +21%
CFGS
520
Concourse Financial Group Securities
Alabama
$23K +$25.5K +389 New
ACM
521
Aquatic Capital Management
Illinois
$23K +$26.3K +400 New
TWA
522
TCI Wealth Advisors
Arizona
$22K +$23.8K +362 +3,620%
SFA
523
Semmax Financial Advisors
North Carolina
$21K +$3.81K +58 +23%
BIA
524
Bell Investment Advisors
California
$20K +$22.7K +346 New
AI
525
AdvisorShares Investments
Maryland
$20K +$23K +350 New