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TransUnion

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
476
Wealth Preservation Advisors
Tennessee
$9.48K +$10.5K +137 New
TPWA
477
Twin Peaks Wealth Advisors
California
$9.13K +$10.1K +132 New
C
478
Covestor
United Kingdom
$9K -$70.1K -916 -88%
TCOT
479
Trust Company of Toledo
Ohio
$8.93K +$9.87K +129 New
SGFG
480
Silver Grove Financial Group
New York
$8.86K +$9.8K +128 New
JTBR
481
James T. Borello RIA
Illinois
$8.37K +$7.35K +96 +384%
GCM
482
Gables Capital Management
Florida
$8.03K – – –
GW&K Investment Management
483
GW&K Investment Management
Massachusetts
$8K +$9.41K +123 New
SL
484
Salomon & Ludwin
Virginia
$7.97K +$8.8K +115 New
RF
485
Rossby Financial
Florida
$7.64K +$6.58K +86 +344%
PFBT
486
Parkside Financial Bank & Trust
Missouri
$7.47K -$8.19K -107 -50%
JWA
487
JFS Wealth Advisors
Pennsylvania
$7.47K +$536 +7 +7%
TGY2IT
488
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$7.4K +$8.19K +107 New
QL
489
Quarry LP
New York
$7.13K +$7.88K +103 New
RTL
490
Red Tortoise LLC
Georgia
$7.06K – – –
HIW
491
Holos Integrated Wealth
Pennsylvania
$7.02K – – –
MAM
492
Meeder Asset Management
Ohio
$6.92K -$2.07K -27 -21%
Evelyn Partners Investment Management
493
Evelyn Partners Investment Management
$6.78K – – –
PWPS
494
Pinnacle Wealth Planning Services
Ohio
$6.43K +$306 +4 +4%
FHC
495
First Horizon Corporation
Tennessee
$4.71K +$5.21K +68 New
JWM
496
JPL Wealth Management
Colorado
$4.64K +$5.13K +67 New
FFO
497
Fortitude Family Office
Arizona
$4.57K +$2.91K +38 +136%
NEWAS
498
N.E.W. Advisory Services
Wisconsin
$4.5K – – –
KFAS
499
Keating Financial Advisory Services
Kansas
$4.36K -$4.82K -63 -50%
Huntington National Bank
500
Huntington National Bank
Ohio
$4.01K -$8.88K -116 -67%