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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$75.3K +$3.23K +511 +4%
BSW
152
Buckingham Strategic Wealth
Missouri
$74.4K
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$74K -$6.42K -1,016 -8%
C
154
Certuity
Florida
$73K +$7.02K +1,111 +10%
TI
155
Tidal Investments
Wisconsin
$72.5K +$74.7K +11,826 New
RIL
156
Rothschild Investment LLC
Illinois
$71.5K +$62.6K +9,911 +566%
PP
157
PDS Planning
Ohio
$70K
GM
158
GeoWealth Management
Illinois
$69.7K +$71.8K +11,375 New
OL
159
Optas LLC
Texas
$68.6K +$442 +70 +0.6%
AA
160
Advisory Alpha
Michigan
$68.1K +$70.1K +11,105 New
CAAS
161
Capital Asset Advisory Services
Michigan
$67K +$67.8K +10,728 New
PWM
162
Perigon Wealth Management
California
$67K +$2.57K +407 +4%
AWM
163
Axxcess Wealth Management
California
$65.8K +$67.8K +10,728 New
IC
164
IEQ Capital
California
$64.9K +$2.85K +451 +4%
CP
165
Canopy Partners
Ohio
$64K
CH
166
Cromwell Holdings
Wyoming
$61.1K +$61.2K +9,692 New
Osaic Holdings
167
Osaic Holdings
Arizona
$57.1K +$9.27K +1,467 +19%
AF
168
Allworth Financial
California
$50.7K +$3.3K +522 +7%
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$50.5K -$840 -133 -2%
BF
170
BOK Financial
Oklahoma
$49.6K
CFG
171
CKW Financial Group
Hawaii
$37K
EWA
172
EverSource Wealth Advisors
Alabama
$36.7K +$9.97K +1,579 +38%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$35K +$16.5K +2,606 +84%
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.1K
WTC
175
WhitTier Trust Company
Nevada
$31.7K