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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
101
Contravisory Investment Management
Massachusetts
$231K +$8.11K +1,269 +4%
DAS
102
Diversify Advisory Services
Utah
$225K +$51.4K +8,035 +30%
SC
103
Savant Capital
Illinois
$224K -$24.4K -3,821 -10%
SAM
104
Smartleaf Asset Management
Massachusetts
$220K +$154K +24,094 +262%
GCM
105
Graham Capital Management
Connecticut
$216K -$3.93K -614 -2%
CA
106
Claro Advisors
Massachusetts
$208K +$13.8K +2,159 +7%
JWCA
107
J.W. Cole Advisors
Florida
$208K +$202K +31,557 New
CSP
108
Cary Street Partners
Virginia
$207K -$23.8K -3,715 -11%
UCFA
109
United Capital Financial Advisors
Texas
$195K +$19 +3 +0%
AWS
110
Atria Wealth Solutions
New York
$194K
Truist Financial
111
Truist Financial
North Carolina
$194K +$4.53K +709 +2%
SC
112
Syon Capital
California
$193K +$65.2K +10,201 +54%
Franklin Resources
113
Franklin Resources
California
$187K +$1.66K +259 +0.9%
FIM
114
Freedom Investment Management
Connecticut
$185K -$2.56K -401 -1%
NRI
115
NFP Retirement Inc
California
$184K
SA
116
Shilanski & Associates
Alaska
$171K +$166K +25,898 New
PCS
117
Personal CFO Solutions
New Jersey
$158K +$2.62K +410 +2%
PCIA
118
Prime Capital Investment Advisors
Kansas
$154K -$1.26K -197 -0.8%
PSP
119
Principal Street Partners
Tennessee
$148K
BHPW
120
Beverly Hills Private Wealth
California
$147K +$3.09K +483 +2%
SFA
121
Sequoia Financial Advisors
Ohio
$146K -$3.02K -472 -2%
SRC
122
Sage Rhino Capital
California
$142K -$7.3K -1,142 -5%
KPWS
123
Kestra Private Wealth Services
Texas
$142K +$3.84K +600 +3%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$138K
SYBT
125
Stock Yards Bank & Trust
Kentucky
$138K -$68.5K -10,717 -34%