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Name Holding Trade Value Shares
Change
Change in
Stake
RF
201
Robinswood Financial
Washington
$16K
SL
202
Salomon & Ludwin
Virginia
$15.7K -$7.63K -247 -34%
LI
203
LRI Investments
Florida
$14.8K
UB
204
UMB Bank
Missouri
$14.7K +$2.84K +92 +25%
FFA
205
Farther Finance Advisors
California
$14.2K +$8.83K +286 +183%
VCM
206
Versant Capital Management
Arizona
$13.9K
SAM
207
Smartleaf Asset Management
Massachusetts
$13.9K +$10.8K +350 +449%
Los Angeles Capital Management
208
Los Angeles Capital Management
California
$13.5K +$14.2K +460 New
HI
209
Harbour Investments
Wisconsin
$11.2K
National Bank of Canada
210
National Bank of Canada
Quebec, Canada
$9.35K -$185 -6 -2%
BFS
211
Bare Financial Services
Pennsylvania
$8.07K +$896 +29 +13%
BWA
212
Basecamp Wealth Advisors
Washington
$8.01K +$7.72K +250 New
RFP
213
Root Financial Partners
California
$7.11K +$1.08K +35 +19%
EP
214
Essential Partners
California
$6.69K +$1.79K +58 +38%
RIL
215
Rothschild Investment LLC
Illinois
$6.6K +$2.19K +71 +53%
OCM
216
Osbon Capital Management
Massachusetts
$6.41K +$6.18K +200 New
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$6.18K +$3.58K +116 +151%
BBHC
218
Brown Brothers Harriman & Co
New York
$5.45K +$5.25K +170 New
IA
219
IFP Advisors
Florida
$4.29K +$340 +11 +9%
SIS
220
Sound Income Strategies
Florida
$4.18K +$3.98K +129 New
S
221
SignatureFD
Georgia
$3.62K +$3.49K +113 New
MCM
222
Manchester Capital Management
Vermont
$3.24K
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$3.04K +$680 +22 +30%
CSC
224
Caldwell Sutter Capital
California
$2.66K
SAG
225
SageView Advisory Group
California
$2.24K +$2.16K +70 New