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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Copia Wealth Management
Oregon
$12.6K – – –
National Bank of Canada
227
National Bank of Canada
Quebec, Canada
$12K -$508 -68 -4%
Loring Wolcott & Coolidge Fiduciary Advisors
228
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.9K – – –
TWD
229
True Wealth Design
Ohio
$11.6K +$10.8K +1,448 New
CYG
230
Clean Yield Group
Vermont
$10.1K – – –
EWM
231
Evermay Wealth Management
Virginia
$9.98K – – –
TD Waterhouse Canada
232
TD Waterhouse Canada
Ontario, Canada
$9.5K – – –
W
233
WealthCollab
Washington
$8.81K – – –
MAI Capital Management
234
MAI Capital Management
Ohio
$8.79K -$11.4K -1,530 -58%
CIAM
235
Caitong International Asset Management
Hong Kong
$8.56K +$6.53K +874 +444%
MCM
236
Manchester Capital Management
Vermont
$8.53K – – –
AssetMark Inc
237
AssetMark Inc
California
$8.17K +$1.32K +177 +21%
Salem Investment Counselors
238
Salem Investment Counselors
North Carolina
$8.15K – – –
PFA
239
Pillar Financial Advisors
Kentucky
$7.43K – – –
CPG
240
Cornerstone Planning Group
New Jersey
$6.91K -$3.71K -497 -90%
IFP Advisors
241
IFP Advisors
Florida
$5.79K – – –
PS
242
Pinney & Scofield
Massachusetts
$5.71K – – –
SL
243
Salomon & Ludwin
Virginia
$5.58K +$5.18K +694 +5,783%
FC
244
Financial Consulate
Maryland
$4.94K +$4.62K +618 New
JWA
245
JFS Wealth Advisors
Pennsylvania
$4.51K – – –
GSWM
246
Golden State Wealth Management
California
$4.47K +$202 +27 +5%
MIM
247
MTM Investment Management
South Carolina
$4K – – –
OWP
248
ORG Wealth Partners
Texas
$3.83K – – –
CT
249
Caldwell Trust
Florida
$3.75K – – –
Advisory Services Network
250
Advisory Services Network
Georgia
$3.49K +$3.26K +437 New