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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
551
Atlantic Union Bankshares
Virginia
$41.6K +$3.94K +22 +11%
WIM
552
Westside Investment Management
California
$40.5K – – –
TFA
553
Toth Financial Advisory
Virginia
$38.9K – – –
AssetMark Inc
554
AssetMark Inc
California
$35.2K -$1.61K -9 -5%
BWA
555
Basecamp Wealth Advisors
Washington
$34.8K – – –
RF
556
Rossby Financial
Florida
$31.4K +$19.2K +107 +210%
TFA
557
Transamerica Financial Advisors
Florida
$29.8K +$18.8K +105 +219%
JFGIW
558
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.4K – – –
TPCW
559
TD Private Client Wealth
New York
$29.4K +$24K +134 +788%
CFO
560
CVA Family Office
Colorado
$29.4K +$24.4K +136 +907%
ZBNA
561
Zions Bancorporation, National Association
Utah
$28.8K +$6.27K +35 +31%
FCT
562
First Community Trust
Iowa
$28.4K -$63.5K -354 -71%
TPWA
563
Twin Peaks Wealth Advisors
California
$27.6K +$25.5K +142 New
CSPIA
564
Cary Street Partners Investment Advisory
Virginia
$27.2K +$25.1K +140 New
KFAS
565
Keating Financial Advisory Services
Kansas
$25.5K +$3.41K +19 +17%
TWC
566
TD Waterhouse Canada
Ontario, Canada
$25K +$2.87K +16 +15%
RWM
567
RMG Wealth Management
Wisconsin
$24.4K -$14.2K -79 -40%
LI
568
LRI Investments
Florida
$23.3K +$9.14K +51 +74%
HHGA
569
Halbert Hargrove Global Advisors
California
$23.2K – – –
OCWP
570
Owl Creek Wealth Partners
Colorado
$21K +$19.4K +108 New
BWL
571
Bogart Wealth LLC
Virginia
$21K +$896 +5 +5%
DB
572
Danske Bank
Denmark
$19.5K -$143K -800 -89%
SIS
573
Strategic Investment Solutions
Illinois
$19.5K – – –
BW
574
Bravera Wealth
North Dakota
$19.3K +$17.7K +99 New
HIA
575
Harbor Investment Advisory
Maryland
$19.1K – – –