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Name Holding Trade Value Shares
Change
Change in
Stake
APW
226
Allied Private Wealth
Florida
$22.1K +$20.9K +2,532 New
WBWA
227
William B. Walkup & Associates
South Carolina
$17.7K – – –
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$16.5K – – –
AssetMark Inc
229
AssetMark Inc
California
$15.2K +$5.09K +618 +52%
MA
230
Montag & Associates
Georgia
$15.1K – – –
TCM
231
Triumph Capital Management
Colorado
$14.8K – – –
PFBT
232
Parkside Financial Bank & Trust
Missouri
$14.1K – – –
LWCFA
233
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.6K – – –
CWM
234
Copia Wealth Management
Oregon
$13.3K – – –
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$12.4K -$255 -31 -2%
EP
236
Essential Partners
California
$11.4K – – –
CYG
237
Clean Yield Group
Vermont
$10.6K – – –
EWM
238
Evermay Wealth Management
Virginia
$10.5K – – –
MCM
239
Manchester Capital Management
Vermont
$10.2K – – –
SIC
240
SJS Investment Consulting
Ohio
$9.62K – – –
W
241
WealthCollab
Washington
$9.31K – – –
SIC
242
Salem Investment Counselors
North Carolina
$8.86K – – –
BIA
243
Bell Investment Advisors
California
$8.79K – – –
EWP
244
Elevation Wealth Partners
California
$8.65K +$8.45K +1,025 New
FC
245
Financial Consulate
Maryland
$8.49K +$1.31K +159 +19%
UB
246
UMB Bank
Missouri
$8.46K – – –
GG
247
Gleason Group
Kentucky
$8.39K -$25 -3 -0.3%
PFA
248
Pillar Financial Advisors
Kentucky
$7.85K – – –
OCWP
249
Owl Creek Wealth Partners
Colorado
$7.45K – – –
IUHSA
250
Itau Unibanco Holding S.A.
Brazil
$7.34K +$7.17K +870 New