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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
476
Parkside Financial Bank & Trust
Missouri
$41K +$3K +29 +8%
HIA
477
Harbor Investment Advisory
Maryland
$41K +$42.7K +412 New
BEI
478
Benjamin Edwards Inc
Missouri
$40K +$1.04K +10 +3%
WTA
479
Washington Trust Advisors
Massachusetts
$37K +$38.5K +372 New
TFS
480
TrustCore Financial Services
Tennessee
$35K -$20.7K -200 -36%
HH
481
HWG Holdings
Texas
$35K
TWM
482
Tradition Wealth Management
Minnesota
$32K
FF
483
FourThought Financial
Florida
$32K +$33.9K +327 New
FWM
484
Focused Wealth Management
New York
$31K
SLWA
485
San Luis Wealth Advisors
California
$31K +$22.3K +215 New
OC
486
Oakworth Capital
Alabama
$30K
CAGAS
487
Capital Advisory Group Advisory Services
Minnesota
$28K +$29.6K +286 New
LJHT
488
Laurie J. Hall Trustee
$26K
T
489
TCWP
Ohio
$26K +$27.2K +263 New
KFS
490
Kelly Financial Services
Massachusetts
$24.2K -$2.59K -25 -9%
1832 Asset Management
491
1832 Asset Management
Ontario, Canada
$24K -$10.7M -103,750 -100%
Credit Agricole
492
Credit Agricole
France
$23K
MA
493
Montag & Associates
Georgia
$23K
EI
494
Ellevest Inc
New York
$23K +$311 +3 +1%
HI
495
Hudock Inc
Pennsylvania
$22K
JFA
496
JNBA Financial Advisors
Minnesota
$20K -$13.2K -127 -39%
LC
497
Lindbrook Capital
California
$20K +$10.4K +100 +100%
NSIM
498
North Star Investment Management
Illinois
$20K +$10.4K +100 +95%
FMP
499
Financial Management Professionals
Texas
$19K +$19.7K +190 +3,800%
AWM
500
Avior Wealth Management
Nebraska
$19K +$20.7K +200 New