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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
226
Convergence Investment Partners
Florida
$5K +$5.42K +61 New
PFO
227
Pathstone Family Office
New Jersey
$5K +$5.69K +64 New
GRP
228
Global Retirement Partners
California
$4K -$4.62K -52 -51%
CB
229
Community Bank
New York
$4K
PCG
230
Private Capital Group
Connecticut
$3K -$106K -1,196 -97%
Federated Hermes
231
Federated Hermes
Pennsylvania
$3K
PGWM
232
Parisi Gray Wealth Management
New Jersey
$3K
TFS
233
TrustCore Financial Services
Tennessee
$3K
FRA
234
Front Row Advisors
California
$3K +$2.13K +24 +218%
LF
235
Lee Financial
Texas
$3K +$3.47K +39 New
IIC
236
Integrated Investment Consultants
Michigan
$3K +$3.65K +41 New
WEC
237
Winslow Evans & Crocker
Massachusetts
$2.07K
TIM
238
Thornburg Investment Management
New Mexico
$2K -$8.25M -92,851 -100%
AssetMark Inc
239
AssetMark Inc
California
$2K -$34.2K -385 -94%
VFA
240
Valeo Financial Advisors
Indiana
$2K -$8.09K -91 -78%
CTC
241
Central Trust Company
Missouri
$2K -$1.16K -13 -39%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.07K -12 -30%
DAM
243
Delta Asset Management
Tennessee
$2K
SC
244
Sawyer & Company
Massachusetts
$2K
WC
245
Whitnell & Co
Illinois
$2K
FDCDDQ
246
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.67K +$1.87K +21 New
TL
247
TrueWealth LLC
Georgia
$1K -$6.22K -70 -89%
BWL
248
Bogart Wealth LLC
Virginia
$1K
GFP
249
Gryphon Financial Partners
Ohio
$1K
SWM
250
SeaCrest Wealth Management
New York
$1K +$178 +2 +15%