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Name Holding Trade Value Shares
Change
Change in
Stake
Steward Partners Investment Advisory
251
Steward Partners Investment Advisory
New York
$3.48K – – –
NewEdge Advisors
252
NewEdge Advisors
Louisiana
$3.32K +$142 +19 +5%
JEST
253
JTC Employer Solutions Trustee
Jersey
$3K – – –
SJIM
254
St. Johns Investment Management
Florida
$2.83K – – –
CA
255
Crewe Advisors
Utah
$2.69K +$2.52K +337 New
CFD
256
Creative Financial Designs
Indiana
$2.28K +$2.13K +285 New
Wealthspire Advisors (New York)
257
Wealthspire Advisors (New York)
New York
$2.17K +$2.03K +272 New
BGAI
258
Bruce G. Allen Investments
Colorado
$2.07K -$1.15K -154 -37%
Spire Wealth Management
259
Spire Wealth Management
Virginia
$2.06K – – –
GW&K Investment Management
260
GW&K Investment Management
Massachusetts
$2K – – –
SIS
261
Sound Income Strategies
Florida
$1.61K +$1.56K +209 New
AIM
262
Anchor Investment Management
South Carolina
$1.47K – – –
PWA
263
Physician Wealth Advisors
Utah
$1.01K – – –
BI
264
Binnacle Investments
Iowa
$975 – – –
ZBNA
265
Zions Bancorporation, National Association
Utah
$839 – – –
HWP
266
Highline Wealth Partners
California
$815 – – –
PWA
267
Principia Wealth Advisory
Texas
$727 +$441 +59 +184%
RFP
268
Root Financial Partners
California
$655 +$612 +82 New
AF
269
Advisornet Financial
Minnesota
$575 – – –
MASECO Private Wealth
270
MASECO Private Wealth
$492 +$15 +2 +3%
TFA
271
Transamerica Financial Advisors
Florida
$344 +$321 +43 New
PCFFS
272
Pacific Center for Financial Services
California
$288 – – –
CFO
273
CVA Family Office
Colorado
$256 – – –
Toronto Dominion Bank
274
Toronto Dominion Bank
Ontario, Canada
$216 – – –
KG
275
Kilter Group
New York
$200 +$187 +25 New