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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Smartleaf Asset Management
Massachusetts
$260K +$39.4K +5,160 +18%
KPWS
127
Kestra Private Wealth Services
Texas
$258K
JWCA
128
J.W. Cole Advisors
Florida
$257K -$6.09K -796 -2%
Truist Financial
129
Truist Financial
North Carolina
$250K -$1.88K -246 -0.8%
UCFA
130
United Capital Financial Advisors
Texas
$250K +$21.4K +2,794 +9%
SFA
131
Sequoia Financial Advisors
Ohio
$234K +$1.65K +216 +0.7%
SRL
132
Scientech Research LLC
New Jersey
$228K +$226K +29,624 New
CPBTD
133
Central Pacific Bank - Trust Division
Hawaii
$222K -$26K -3,400 -11%
Osaic Holdings
134
Osaic Holdings
Arizona
$221K +$18.1K +2,369 +9%
NRI
135
NFP Retirement Inc
California
$215K
PCS
136
Personal CFO Solutions
New Jersey
$213K +$12.7K +1,661 +6%
JG
137
Jain Global
New York
$213K +$55.8K +7,300 +36%
Allspring Global Investments
138
Allspring Global Investments
North Carolina
$212K +$66K +8,633 +47%
BWA
139
Basecamp Wealth Advisors
Washington
$209K +$207K +27,082 New
CSP
140
Cary Street Partners
Virginia
$208K -$21.8K -2,856 -10%
FB
141
Fulton Bank
Pennsylvania
$193K -$17.7K -2,314 -8%
BMCM
142
Burns Matteson Capital Management
New York
$192K +$6.95K +909 +4%
BCI
143
Brinker Capital Investments
Pennsylvania
$190K +$3.58K +468 +2%
PP
144
PDS Planning
Ohio
$185K +$57.3K +7,500 +45%
PAG
145
Private Advisor Group
New Jersey
$183K +$10.9K +1,425 +6%
Mackenzie Financial
146
Mackenzie Financial
Ontario, Canada
$174K +$171K +22,432 New
EPW
147
Evolve Private Wealth
California
$171K +$169K +22,140 New
GAM
148
Gotham Asset Management
New York
$168K
SRC
149
Sage Rhino Capital
California
$162K -$2.65K -346 -2%
ECM
150
ExodusPoint Capital Management
New York
$161K -$82.7K -10,821 -34%