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Name Holding Trade Value Shares
Change
Change in
Stake
TL
801
TrueWealth LLC
Georgia
$28K – – –
TFS
802
TrustCore Financial Services
Tennessee
$26K – – –
BII
803
Bainco International Investors
Massachusetts
$25K +$28.3K +518 New
CIAS
804
CBIZ Investment Advisory Services
Ohio
$24K – – –
MSFP
805
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
CA
806
Clearstead Advisors
Ohio
$24K +$27.3K +500 New
HR
807
Howe & Rusling
New York
$23K -$1.53K -28 -6%
OPS
808
Orion Portfolio Solutions
Nebraska
$22K -$328 -6 -1%
MAM
809
Meeder Asset Management
Ohio
$22K – – –
CFG
810
Citizens Financial Group
Rhode Island
$21K -$5.47K -100 -19%
CWM
811
Cedar Wealth Management
California
$21K +$8.04K +147 +51%
MA
812
MUFG Americas
New York
$20K -$5.85K -107 -20%
RBC
813
Roble Belko & Company
Pennsylvania
$20K – – –
TC
814
Trust Company
Kansas
$20K – – –
MRCM
815
M&R Capital Management
New Jersey
$19K – – –
AF
816
Allworth Financial
California
$18K – – –
II
817
Inspire Investing
Idaho
$18K +$20.9K +382 New
SBL
818
Sargent Bickham Lagudis
Colorado
$17K -$19.7K -360 -50%
ABC
819
Associated Banc-Corp
Wisconsin
$17K +$19.9K +363 New
CI
820
CX Institutional
Indiana
$16K +$3.88K +71 +27%
WCG
821
Weaver Consulting Group
California
$16K +$7.17K +131 +62%
BC
822
Barnett & Company
Tennessee
$15K -$2.63K -48 -14%
FWM
823
Focused Wealth Management
New York
$15K – – –
GAM
824
Gemmer Asset Management
California
$15K – – –
WOC
825
West Oak Capital
California
$15K – – –