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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
226
Golden State Wealth Management
California
$3.51K – – –
OWP
227
ORG Wealth Partners
Texas
$3.38K – – –
CT
228
Caldwell Trust
Florida
$3.09K – – –
W
229
WealthCollab
Washington
$3.01K +$1.1K +172 +61%
Steward Partners Investment Advisory
230
Steward Partners Investment Advisory
New York
$2.87K +$364 +57 +15%
SJIM
231
St. Johns Investment Management
Florida
$2.33K – – –
BGAI
232
Bruce G. Allen Investments
Colorado
$2.02K -$403 -63 -17%
GW&K Investment Management
233
GW&K Investment Management
Massachusetts
$2K -$876 -137 -33%
JEST
234
JTC Employer Solutions Trustee
Jersey
$2K – – –
GJIA
235
Glass Jacobson Investment Advisors
Maryland
$1.71K – – –
Spire Wealth Management
236
Spire Wealth Management
Virginia
$1.7K – – –
WA
237
Whipplewood Advisors
Colorado
$1.46K -$966 -151 -68%
Quantbot Technologies
238
Quantbot Technologies
New York
$1.32K -$416K -65,098 -100%
Montag & Associates
239
Montag & Associates
Georgia
$1.25K – – –
AIM
240
Anchor Investment Management
South Carolina
$1.21K – – –
BI
241
Binnacle Investments
Iowa
$804 +$780 +122 New
Whittier Trust
242
Whittier Trust
California
$771 -$1.18K -184 -61%
Arax Advisory Partners
243
Arax Advisory Partners
Colorado
$765 – – –
ZBNA
244
Zions Bancorporation, National Association
Utah
$692 +$671 +105 New
HWP
245
Highline Wealth Partners
California
$672 +$652 +102 New
PA
246
PSI Advisors
Florida
$659 – – –
AF
247
Advisornet Financial
Minnesota
$474 – – –
AssetMark Inc
248
AssetMark Inc
California
$409 – – –
CPG
249
Cornerstone Planning Group
New Jersey
$375 -$1.51K -236 -80%
PCFFS
250
Pacific Center for Financial Services
California
$238 – – –