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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
626
Atlantic Union Bankshares
Virginia
$43.9K – – –
WIM
627
Westside Investment Management
California
$42.7K – – –
TFA
628
Toth Financial Advisory
Virginia
$41.1K – – –
AssetMark Inc
629
AssetMark Inc
California
$37.6K +$423 +2 +1%
BWA
630
Basecamp Wealth Advisors
Washington
$36.7K – – –
CSPIA
631
Cary Street Partners Investment Advisory
Virginia
$34.1K +$5.5K +26 +19%
TPCW
632
TD Private Client Wealth
New York
$33.3K +$2.33K +11 +7%
SGFG
633
Silver Grove Financial Group
New York
$32.2K +$33.2K +157 New
TFA
634
Transamerica Financial Advisors
Florida
$32.2K +$846 +4 +3%
KFAS
635
Keating Financial Advisory Services
Kansas
$31.8K +$5.08K +24 +18%
CFO
636
CVA Family Office
Colorado
$31.2K +$212 +1 +0.7%
FCT
637
First Community Trust
Iowa
$30K – – –
LI
638
LRI Investments
Florida
$27.5K +$2.96K +14 +12%
ZBNA
639
Zions Bancorporation, National Association
Utah
$26.1K -$4.44K -21 -14%
OCWP
640
Owl Creek Wealth Partners
Colorado
$23.2K +$1.06K +5 +5%
TWC
641
TD Waterhouse Canada
Ontario, Canada
$22.8K -$3.39K -16 -13%
BWL
642
Bogart Wealth LLC
Virginia
$21.6K -$635 -3 -3%
RF
643
Rossby Financial
Florida
$20.9K -$11.8K -56 -35%
MP
644
McDonald Partners
Ohio
$20.9K +$21.6K +102 New
RWM
645
RMG Wealth Management
Wisconsin
$20.9K -$4.44K -21 -17%
SIS
646
Strategic Investment Solutions
Illinois
$20.5K – – –
CFM
647
Compass Financial Management
Florida
$20.5K +$21.2K +100 New
NSIM
648
North Star Investment Management
Illinois
$20.5K +$21.2K +100 New
BFS
649
Bare Financial Services
Pennsylvania
$20.3K +$6.35K +30 +43%
HIA
650
Harbor Investment Advisory
Maryland
$20.1K – – –