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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
626
Toth Financial Advisory
Virginia
$41.1K
AssetMark Inc
627
AssetMark Inc
California
$37.6K +$423 +2 +1%
BWA
628
Basecamp Wealth Advisors
Washington
$36.7K
CSPIA
629
Cary Street Partners Investment Advisory
Virginia
$34.1K +$5.5K +26 +19%
TPCW
630
TD Private Client Wealth
New York
$33.3K +$2.33K +11 +7%
SGFG
631
Silver Grove Financial Group
New York
$32.2K +$33.2K +157 New
TFA
632
Transamerica Financial Advisors
Florida
$32.2K +$846 +4 +3%
KFAS
633
Keating Financial Advisory Services
Kansas
$31.8K +$5.08K +24 +18%
CFO
634
CVA Family Office
Colorado
$31.2K +$212 +1 +0.7%
FCT
635
First Community Trust
Iowa
$30K
LI
636
LRI Investments
Florida
$27.5K +$2.96K +14 +12%
ZBNA
637
Zions Bancorporation, National Association
Utah
$26.1K -$4.44K -21 -14%
OCWP
638
Owl Creek Wealth Partners
Colorado
$23.2K +$1.06K +5 +5%
TWC
639
TD Waterhouse Canada
Ontario, Canada
$22.8K -$3.39K -16 -13%
BWL
640
Bogart Wealth LLC
Virginia
$21.6K -$635 -3 -3%
RF
641
Rossby Financial
Florida
$20.9K -$11.8K -56 -35%
MP
642
McDonald Partners
Ohio
$20.9K +$21.6K +102 New
RWM
643
RMG Wealth Management
Wisconsin
$20.9K -$4.44K -21 -17%
SIS
644
Strategic Investment Solutions
Illinois
$20.5K
CFM
645
Compass Financial Management
Florida
$20.5K +$21.2K +100 New
NSIM
646
North Star Investment Management
Illinois
$20.5K +$21.2K +100 New
BFS
647
Bare Financial Services
Pennsylvania
$20.3K +$6.35K +30 +43%
HIA
648
Harbor Investment Advisory
Maryland
$20.1K
SRCM
649
Signature Resources Capital Management
California
$19.7K
FFO
650
Fortitude Family Office
Arizona
$19.5K +$846 +4 +4%