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Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
201
Prudential Financial
New Jersey
$128K +$15.1K +6,730 +15%
PA
202
Parallel Advisors
California
$120K +$67.8K +30,212 +160%
BRWA
203
B. Riley Wealth Advisors
Florida
$119K -$17.5K -7,787 -14%
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$114K +$50.1K +22,323 +91%
JFL
205
Jarislowsky, Fraser Ltd
Quebec, Canada
$109K +$12.8K +5,692 +15%
WG
206
Welch Group
Alabama
$108K
IAS
207
Insigneo Advisory Services
Florida
$104K -$342K -152,385 -78%
SWM
208
Spire Wealth Management
Virginia
$101K +$23.2K +10,355 +33%
Pathstone Holdings
209
Pathstone Holdings
New Jersey
$101K +$4.48K +1,997 +5%
ASN
210
Advisory Services Network
Georgia
$97.5K
TPCW
211
TD Private Client Wealth
New York
$96.8K +$20K +8,906 +29%
WA
212
Wealth Alliance
New York
$94.4K +$57.8K +25,792 +200%
QCM
213
QRG Capital Management
Illinois
$92.8K +$37.1K +16,563 +77%
AIM
214
Aigen Investment Management
New York
$92K -$45K -20,076 -35%
1WA
215
180 Wealth Advisors
Washington
$91.7K +$487 +217 +0.6%
RP
216
Riverbridge Partners
Minnesota
$90.2K +$27.2K +12,133 +49%
CWM
217
Chemistry Wealth Management
New York
$89.3K
SAM
218
Smartleaf Asset Management
Massachusetts
$88.3K +$80.9K +36,085 +5,253%
PP
219
PDS Planning
Ohio
$85.1K +$12.1K +5,409 +18%
SCP
220
Sivia Capital Partners
California
$81.4K -$16.9K -7,515 -18%
AGC
221
Aspen Grove Capital
Colorado
$79.6K +$73.2K +32,616 New
LNWTC
222
Laird Norton Wetherby Trust Company
Washington
$79.3K +$72.9K +32,500 New
RTC
223
Riverview Trust Company
Washington
$77K
EWM
224
Endowment Wealth Management
Wisconsin
$76.9K +$12.5K +5,592 +22%
SOW
225
State of Wyoming
Wyoming
$74.7K +$37.9K +16,880 +123%